To simplify daily operations and ensure consistent standards across accounts, suppliers, and customers, you can configure the system default values. This helps reduce errors and saves time when handling repetitive transactions within the system.
Configuring System Default Values
Go to "Settings".
Open the "System defaults" page.
Select the account default currency (All / System Currency).
Select the supplier default currency (All / System Currency).
Select the customer default currency (All / System Currency).
Select the default country.
Note: Default values are applied when creating an account, customer, or supplier. The default currency will be inserted as a suggested value when creating a new account, customer, or supplier. The default country will be inserted only when creating a new customer. You can modify any of these values before saving, as needed.
Select the warehouses filter in the payment page (Any / Only Permitted Warehouses).
Click on “Save”.
Note: If the default currency for a customer or supplier differs from the default currency of the associated account, an error may appear when recording financial transactions, such as cash-in or cash-out, or any other accounting transaction, due to a currency mismatch.
Therefore, when using multiple currencies, it is recommended to leave the default currency option set to "All" for all customers, suppliers, and accounts, or ensure that the selected currency for the customer or supplier matches the currency of the associated account when assigning a specific currency.
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.