Configuration Reference
Everything under Config/Settings, in one map:
| Area | What it configures |
|---|---|
| Company | Business details, financial years, new-company creation |
| Branding | Logo, letterhead (letters, case packs and documents print on it), signature, stamp |
| Users & permissions | User accounts, per-page/per-action grants, user locations, company locations |
| Message templates | Email/SMS bodies per message type; the message generator for ad-hoc sends |
| Workflow | Approval workflows and their configuration; workflow requests & approvals queues |
| Custom fields | Extra fields on supported records |
| Module settings | HR, Payroll, CRM, Account, Inventory settings pages — each documented in its module's guide |
| API keys | Long-lived company-scoped keys for integrations — treat like passwords, revoke when in doubt |
| Extensions | Optional add-ons enabled per company |
| Lookups | The dropdown vocabularies used across modules (departments, job titles, banks, types…) — short, consistent lists keep reports clean |
The pages in this section cover the cross-cutting ones in detail: users, permissions, user locations, message templates, business details, new company.