Optional Features
The Optional Features setting contains some miscellaneous options controlling the behaviour of various aspects of your Standard ERP database.
The Optional Features setting is unusual in that it affects the entire database. So, if you have more than one Company, choosing an option in this setting in one Company will affect every other Company as well.
To open the Optional Features setting, first ensure you are in the System module. Then, if you are using Windows or macOS, click the [Settings] button in the Navigation Centre and then double-click 'Optional Features' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Optional Features' in the 'Settings' list. The 'Optional Features: Inspect' window will open.
When the setting is complete, click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save, or use the close box (Windows/macOS) or < (iOS/Android) to close the window without saving changes.
The Optional Features setting is spread over four cards. To view specific cards, click or tap one of the four named tabs:
Please follow the links below for details about each card:
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Settings in the System module:
- Access Groups
- Active Users
- Auto Actions
- Bank Holidays
- Base Currency
- Base Currency Rates
- Cloud Security
- Company Date and Numeric Format
- Company Info
- Configuration
- Conversions - Master, Conversions - Accounts and VAT Code
- Conversions - Master, Conversions - Activity Types
- Conversions - Master, Conversions - Contact Classifications
- Conversions - Master, Conversions - Contacts
- Conversions - Master, Conversions - Currency Codes
- Conversions - Master, Conversions - Items
- Conversions - Master, Conversions - Locations
- Conversions - Master
- Conversions - Master, Conversions - Suppliers
- Conversions - Master, Conversions - Tags/Objects
- Conversions - Master, Conversions - Users
- Countries
- Countries Regions
- Currency Round Off
- Days and Months
- Departments
- Discount Options
- Display Groups
- Exchange Rates Settings
- Form Settings
- Global Warnings on UnOKed Records
- Internet Enablers
- Journaling
- KPIs
- Languages
- Locking
- Locking Exceptions
- Nature of Business
- Number Series Defaults
- Opened Windows History
- Optional Features
- Password Security
- Printers
- Reporting Periods
- Round Off
- Sales Groups
- Single Functions
- Special Days
- Styles
- Sub-Ledger Control Accounts
- Task Manager Access
- User Warnings on UnOKed Records
- Values in Text
- VAT Reg. Number Masks
- Weeks
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