Docs
Administration

Company Defaults and Workflow Policies

Configure company-wide defaults, document prerequisites, tolerances, stock rules, and payment behavior.

Only owners and administrators can change these settings. Test policy changes with a Draft before relying on them in daily work.

Settings hub
Prospect settings hub grouped into company, documents, finance, inventory, integrations, and data tools
Use search in the settings hub to locate a company-wide control.
Workflow policies
Workflow-policy settings for document prerequisites, quantity tolerance, stock, payments, periods, and delivery
Policies are enforced when the affected document or payment is posted.

Configure deliberately

  • Defaults: normal warehouse, currency, tax rate, document choices, and delivery behavior prefill future entries.
  • Sales prerequisites: require an order, delivery for stocked invoices, or a reason for direct transactions.
  • Purchase prerequisites: require a purchase order or receipt before stock billing.
  • Tolerance and stock: set over-fulfillment tolerance and whether authorized users may override negative stock.
  • Payments: decide whether excess customer receipts or supplier advances can remain as credit.
  • Periods and eFaktura: define correction and default delivery expectations.

Changes do not rewrite published history. Overrides require their dedicated permission and a reason recorded in activity. Review policies after organizational or compliance changes.

Stock Movement and Valuation Reports

Analyze product flows, warehouse balances, source quantities, unit cost, and inventory value.

Fiscal Years and Locked Periods

Define operating periods and prevent ordinary posting into closed years.

On this page

Configure deliberately