Business preferences

Organization preferences supply reusable values for documents and transactions. Check the selected value on each record when it differs from the default.

Currencies, terms and delivery

Maintain business currencies, units of measure, payment terms and delivery methods. Check due dates and payment details after changing defaults. Book currencies and accounting rates are configured separately in Books and accounting currencies.

Items and pricing

Maintain reusable item descriptions, units and prices. On each document, check the actual quantity, price and tax rather than relying solely on stored defaults.

Where stock receipts are used, record received items and quantities with supporting evidence. Review these records separately from the supplier bill and payment.

See Document numbering, Document design and email and Tax registrations and configuration for their respective settings.