General
- Settings — Application key-value configuration
- Custom Fields — Custom entity fields
- PDF Templates — Document PDF templates
- Document Numbering — Document numbering formats
- Email Templates — Email notification templates
Financial & Taxes
- Currencies — Currency configuration and exchange rates
- Tax Rates — Tax percentages
- Tax Codes — Tax code mappings
- Accounting Families — Accounting categories
- Accounting Exports — Accounting export configurations
- Discount Rules — Discount rules
Payments
- Payment Methods — Configured payment methods
- Payment Information — Payment information texts for documents
Infrastructure
Users & Access
- Users — User accounts
- User Profiles — User profile settings and permissions
- Account Representatives — Customer account representatives