Configuring Account Settings

Set your default prefixes for customer and vendor records — essential for operational clarity and audit tracking.

🧭 Step 1: Access Account Settings

• From your dashboard, go to System Settings
• Click into the Account Settings section — this controls how customer and vendor IDs are formatted across modules

🔢 Step 2: Set Prefixes

Tips:

• Use prefixes that reflect your sector or region (e.g. #CLN-CUST for cleaning clients)
• Prefixes help with sorting, filtering, and audit trails across Accounting, CRM, and Procurement modules

💾 Step 3: Save Changes

• Click the blue Save Changes button at the bottom right
• Your prefixes will apply instantly to all new customer and vendor records

✅ Best Practices

• Keep prefixes consistent across tenants
• Avoid special characters that may conflict with exports or integrations
• Review prefixes before onboarding new clients or suppliers
• Use sector-specific logic if managing multiple verticals