Company settings¶
Settings change how the modules behave. They apply per company, so two companies in the same subscription can be set up differently. The important ones are gathered here; the pages themselves hold more.
Bank¶
Found under Bank → Settings.
| Setting | What it does |
|---|---|
| Double approval | Each payment must be approved by two bank users whose mandates are compatible. |
| Manual payments | Allows payments created by hand or from a payment file. Only 2Click Accounting can switch it on. |
| Allow bundling with credit notes | Open credit notes can be selected when creating payments. |
| Show all open documents | Also shows documents not created in 2Click Accounting. |
| Disable bundling | Payments are not combined into one transaction even when vendor and date match. |
| Payment details | Uses static vendor payment details from the ERP. |
| Notifications | Internal email address for payment notifications. |
| Payment receipts | Default address for receipts to vendors. |
| Test account | Enables a test bank account. |
Where Double approval is on, the A, B and C mandates decide who can approve together — see User setup (bank).
Purchase invoices¶
Found under Purchase invoice → Settings.
| Setting | What it does |
|---|---|
| Fixed vendors | The vendor must already exist in the ERP. |
| Auto-post | Posts fully matched invoices without manual handling. |
| 3 way matching and Line matching | Matches the invoice against the purchase order and receipt. |
| Enable tolerances | Allows a difference within an amount or percentage limit, and posts the difference. |
| Allow small gross total difference | Accepts minor deviations in the gross total. |
| Aggregated posting | Shows a read-only, aggregated posting view. |
| VAT rules and Prefill default dimensions | Inherit setup from Business Central. |
| Deferral scheduling | Makes it possible to defer an invoice. |
| Enable AI for invoice details | Reads invoice details and lines with AI. |
| Enable OCR forwarding | Forwards received documents to another address. |
Tolerance limits are set as both an amount and a percentage, and the difference is posted to the chosen G/L account.
Expenses¶
Dimensions, cost types and payment methods are set up under Expenses → Settings and User setup. A user with no payment method cannot create expenses.
Sales¶
Automated sales, Invoice approval, Dimensions and Advanced calculations are found under Sales → Settings.
View options¶
Some settings only control what is shown: which columns appear on the received, approval and archived invoice lists, the sort order of the invoice table, and whether a CSV export button appears on the Status page. View options marked as such apply only in the consolidated view.