Restrictions (Overview)

Setup > Preferences > Restrictions

This area of the preferences menu lets you manage additional restrictions for your users.

Below is a basic description of each setting, some of these require more explanation, so you can drill down further by selecting a step at the bottom of this guide.

• Use Draft/Approved process for invoicing
  When checked, only invoices marked as 'Approved' can be exported to third party accounting systems.  Mark an invoice as approved via the "Options" button in the invoice editing screen.

• Branch required for invoices
  Only available when the "Branches" module is activated.  Refer to the following help doc for further details on the Branches module.

• Invoice category required for invoices
  Sales records (Quotes, Bookings, Invoices) cannot be saved unless an Invoice Category is selected.

• Don't default staff
  Prevents staff from defaulting on new invoices.

• Maximum Invoice No. allowed
  Sets the highest invoice number that can be saved.  New invoice numbers are incremented based on highest invoice number in the system that is less than the maximum number. 

• Lock transactions prior to this date
  Prevents invoices dated prior to this date from being edited unless they are unlocked by the administrator.