Settings & Configuration
Last update:
07/21/2026
Completed
In this topic
General Settings Overview
- Accessing General Settings
- Configuring Outgoing Email (SMTP)
- Access Groups, Record Rules & Security
- Language Management & Translations
- Automated Actions
- Developer Mode & Technical Menu
- Configuring Incoming Email (IMAP/POP)
- Scheduled Actions (Cron Jobs)
- Bundling Permissions Into Reusable Roles
- Email Templates
- System Parameters & Sequences
Email Configuration
Security & Access Control
Translations & Localisation
Technical Tools
Accessing General Settings
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:
| Section | Key Settings | Module Dependency |
|---|---|---|
| General Settings | Company name, logo, default language, default currency, country, timezone, date format, number format | Always visible |
| Accounting | Default fiscal position, chart of accounts template, tax rounding method, currency rates auto-update, bank account setup | Requires Accounting app |
| Sales | Sales teams, quotation templates, online payment links, order confirmation policy, discount settings, price list management | Requires Sales app |
| Inventory | Warehouses, routes, lead times, product variants, units of measure, barcode scanning, inventory valuation method | Requires Inventory app |
| CRM | Pipeline stages, lead sources, email integration, lead generation settings, partner assignment | Requires CRM app |
| Website | Domain name, website name, homepage, active theme, Google Analytics ID, cookie consent, SEO settings | Requires Website app |
| Discuss | Live chat, email aliases, channel management, push notifications | Always visible (core app) |
| Technical | Developer mode toggle, field tracking configuration, module auto-update, system parameters shortcut | Always visible |
| Integrations | Google Calendar, Google Maps, Microsoft Outlook, OneDrive, DocuSign, Zoom, and other third-party integrations | Conditional per integration |
| Security | Password policy (min length, special chars, expiry), session timeout, 2FA enforcement, trusted networks | Always visible |
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).
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This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.