Company Preferences
Company Preferences
The Company Preferences option is used to define how a company will operate in the software. This can include simple details such as company name and address, VAT rates, the notes to be used on invoices* and statements and to set how the software will send emails for the company.
To define company preferences you need to select File from the main menu and select the Company Preferences option.
On the left-hand side of the Company Preferences window you will see options for the type of information you want to view or change. When you select an option on the left, the information on the right changes to show details relevant to the option selected. For example when the Company Preferences window first opens, the Company Details option is selected and those details, such as Company Name and Address, are displayed for you to edit.
Click any of the options below for more specific details of how to use them and what to use them for.
Used to define basic company details such as name and address and to set country-specific settings.
Used to view the financial periods you have defined for the company.
Used to grant or restrict access to the company for specific users.
Colours
Used to set the colours when using the company to one of a choice of pre-defined colour schemes.
Transactions >> Sales/Purchasing
Used to define default settings for transactions including notes to be printed on invoices and other defaults such as standard carriage charges as well as invoice numbers etc.
Transactions >> Customers/Suppliers
Used to define notes for printing on customer statements and other default settings for customer and supplier transactions.
Used to define key financial accounts for automated processing such as Debtors Control, VAT Control, Creditors Control etc.
Used to define the VAT settings in the company including the VAT scheme to be used and VAT return periods.
Define VAT rate percentages and assign rates for specific purposes.
Used to define operational settings for Stock Control and to assign descriptions to sales prices.
Define the settings of how the Sales Order Processing facilities in Avanti will operate.
Used to set-up your email SMTP server settings (if required) in order to send emails directly through Avanti.
Used to define the settings you may use for emailing messages and documents including setting up message templates and automatic attachments.
Used to define defaults to how reports & documents are viewed.
Used to define how the Jobs section is used.