Global defaults

Default values for documents like Currency, Fiscal Year, etc, can be set from Global Defaults.

The values set here will impact all users and the default values for various fields will be set for them.

To access Global Defaults, go to:

Home > Settings > Global Defaults

Or search from the search bar.

Whenever a new document is created, these values will be set as default:

  • Default Company
  • Current Fiscal Year
  • Country
  • Default Distance Unit
  • Default Currency
  • Hide Currency Symbol
  • Disable Rounded Total
  • Disable In Words
  • The Default Distance Unit is used to calculate the total distance in Delivery Trips.