Accounting Configuration

Sevenledger is designed to work for you, not the other way around. The Configuration module allows you to tailor the system’s behavior to match your specific business rules—whether that means defining custom tax rates, automating payment reminders, or adding unique data fields to your invoices.

To access these settings, navigate to Accounting > Configuration.

1. General Settings

This is your “Global Control Panel.” Changes made here affect the entire Accounting app.

Tax & Financial Rules

Tax Rates: Define the specific tax percentages applicable to your products (e.g., VAT 13%). You can set the status to Active or Inactive to manage historical rates without deleting them.
Payment Terms: Define standard payment deadlines (e.g., NET30, NET15). This automatically calculates the “Due Date” on invoices and bills based on the issue date.
Payment Mode: List the methods you accept or use for payment (e.g., “Wallet,” “Cheque,” “Bank Transfer”). This populates the dropdowns in the Payment modules.

Automation & Toggles

Payment Reminder: Automate your collections. You can configure the system to send SMS reminders to customers X days Before or After their due date.
Shipping Charges: Toggle this On to add a dedicated “Shipping Charge” line item to your invoices and bills. You can also choose whether this charge is taxable.
Transaction Charges: Essential for digital payments. Toggle this to enable fields for recording transaction fees (e.g., Fonepay charges) directly on Payment Receipts.
Organization Branding: Toggle this Off if you want to generate “plain” PDF documents without your logo and header colors (useful for pre-printed letterheads).

2. Document Defaults

Stop typing the same thing over and over. You can set global defaults for the fine print on your legal documents.

Default Terms and Conditions

Navigate to tabs like Invoice Setting or Sales Order Setting.

The Editor: Enter your standard legal text (e.g., “Goods once sold cannot be returned,” “Interest charged at 10% on overdue accounts”).
Application: Once saved, this text will automatically appear in the “Terms and Conditions” box of every new document you create in that category.

3. Custom Fields

Every business tracks data differently. Maybe you need to know which “Sales Agent” closed a deal, or you need a checkbox for “Quality Checked.” The Custom Fields feature allows you to extend Sevenledger’s database without writing a single line of code.

Supported Modules

You can add custom fields to almost any document type via its respective tab:

Sales: Sales Order, Invoice, Credit Note Settings.
Purchases: Purchase Order, Bill, Vendor Credit Settings.
Finance: Expense Settings, Payment Made/Received Settings.

Creating a Custom Field

Select a tab (e.g., Invoice Setting) and look for the Custom Fields section.

Add Field

Click the + Add button at the bottom of the list.

Define Attributes

Name: The label that will appear on the form (e.g., “Source” or “Checked by Manager”).
Type: Choose the data format:
- String: For text input (e.g., names or short notes).
- Boolean: A simple Yes/No checkbox (e.g., “Is Reported,” “Checked by Front Desk”).
- Select: A dropdown menu (e.g., “Source” options).
Required: Toggle Yes/No. If Yes, staff cannot save the document until this field is filled.

Save & Activate

Once added, the status will show as Active. The field will immediately appear on the “New [Document]” screen for all users.

Examples of Use Cases

Internal Audit: Add Boolean checkboxes for “Checked by Manager 1” or “Pre Approved by Owner” on Invoices to enforce a review process.
Marketing Attribution: Add a Select field for “Source” on Sales Orders to track where leads are coming from.

Pro Tip: Custom fields are module-specific. A custom field added to Sales Orders will not automatically appear on the converted Invoice unless you create a matching field there as well.