Settings & Configuration

General Settings Panel

The General Settings panel is the central configuration hub for Quickenerp. Every global setting – from company details to module-specific toggles – is managed here.

Navigation

Go to Settings > General Settings. This opens a single long form page organised into collapsible sections by module.

How Settings Are Organised

The page is divided into sections. Each section corresponds to a module and contains relevant toggles, dropdowns, and fields:

Working with Settings

• Toggles – Click a toggle switch to enable/disable a feature. Changes are saved immediately.
• Dropdowns – Select a value from a predefined list. Some are dependent on other settings (e.g. "Default Tax" only appears if a fiscal position is selected).
• Text/Number Fields – Enter values directly. Some fields require a page reload after saving for the change to take effect.
• Related Settings Links – Some settings have a "Configure" link that opens a separate configuration page (e.g. "Chart of Accounts" – "Configure" opens the full chart of accounts list).

Recent Settings Improvements

• Search Settings – Use the search bar at the top of General Settings to find any setting instantly. Type "currency", "tax", "email", etc.
• Settings Visibility – Only settings for installed modules appear. If a module is not installed, its settings section is hidden, keeping the page clean.
• Company-Specific Settings – In multi-company setups, settings can be configured per company. The settings page shows a company selector at the top if you have access to multiple companies.
• Auto-Save – Most settings save automatically when you change them. A green "Saved" indicator briefly appears at the top of the page. Some critical settings still require an explicit Save button.

Settings vs Configuration Menus

Not all settings are in General Settings. Module-specific configuration is often in the module's own Configuration menu:

• General Settings – Global toggles and high-level defaults.
• Module – Configuration – Specific records (e.g. Sales – Configuration – Price Lists, Sales Teams, Shipping Methods).
• Technical Menu (Developer Mode) – Low-level system settings (Scheduled Actions, Automated Actions, System Parameters).

Multi-Language Support

Quickenerp supports 50+ languages. The interface, reports, website, and customer portal can all be translated. Each user can choose their preferred language.

Installing a Language

1. Go to Settings > General Settings.
2. In the "Language/Translations" section, click Load a Translation.
3. Select the language from the dropdown (e.g. French, Spanish, German, Japanese).
4. Click Load. Quickenerp installs the translation pack – this may take a few minutes.
5. The language is now available for users to select in their preferences.

How Translations Work

Quickenerp uses a three-tier translation system:

1. Module Translations – Pre-built translation files shipped with each module. These translate standard interface terms (labels, buttons, messages).
2. User-Customised Translations – YOU can override any translated term. Go to Settings > Technical > Translations > Custom Translations (developer mode). This is useful when you prefer different terminology (e.g. "Clients" instead of "Customers").
3. Language-Specific Data – Some data records can have translated fields. For example, a product can have different names and descriptions per language. Enable "Translatable" on any text field in the field definition (Technical – Fields).

User Language Selection

Each user can set their own interface language:

1. Click the user avatar (top-right) – My Profile.
2. In the Preferences tab, select the Language field.
3. Save. The interface reloads in the selected language.

Fiscal Localisation Packages

Localisation packages include country-specific chart of accounts, taxes, fiscal positions, and report templates. Go to Accounting > Configuration > Settings – "Fiscal Localisation" section.

Select your country to install the appropriate localisation:

• United States – US chart of accounts, sales tax setup, 1099 reporting.
• United Kingdom – UK chart of accounts, VAT setup, MTD-compatible reports.
• India – GST-compatible chart, HSN/SAC codes, GSTR reports.
• France – French chart, VAT, FEC export.
• Germany – SKR03/SKR04 charts, GDPdU/GoBD compliance.
• UAE – VAT setup, FTA-compliant reports.

Each localisation package installs the chart of accounts, default tax templates, fiscal position rules for intra-community trading, and statutory report templates.

Roles vs Raw Groups

Assigning a user several individual technical Access Groups one by one is tedious and error-prone to repeat for every new hire in the same position. A Role bundles a whole set of groups (and optionally specific record rules/model access) into one named, reusable package — assign the role once instead of remembering every underlying group.

Creating a Role

1. Go to Settings > Users & Companies > Roles (developer mode) → Create.
2. Name it after the job function it represents (e.g. "Accountant," "Warehouse Clerk," "Sales Manager").
3. Add the underlying Groups this role should grant.
4. Assign the role to one or more users.

Time-Bounded Assignments

Each user-to-role assignment can have a From and To date — the role automatically activates and deactivates on schedule. This is genuinely useful for:

• Temporary cover while someone is on leave (grant their role to a colleague for the exact leave period).
• A contractor or seasonal hire who should automatically lose elevated access on a known end date, without anyone needing to remember to revoke it manually.
• A planned, scheduled promotion where the new access should kick in on a specific future date.

When to Use a Role vs Assigning Groups Directly

If a specific access combination will only ever apply to one person, assigning groups directly is simpler. Once you have more than one person who should share an identical access profile, or you expect the access pattern to be assigned/revoked repeatedly (new hires, leave cover), define it as a Role instead — it becomes a single source of truth you can audit and adjust in one place rather than across every affected user.