user_settings

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user_settings [2026/07/06 09:43] – chillhubadminuser_settings [2026/09/29 03:33] (current) – chillhubadmin
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     * [[user_settings#tax_settings|Tax Settings]]     * [[user_settings#tax_settings|Tax Settings]]
     * [[user_settings#document_header_configuration|Document Header Configuration]]     * [[user_settings#document_header_configuration|Document Header Configuration]]
-  * [[user_settings#document_settings|Document Settings]] 
   * [[user_settings#document_numbering_and_templates|Document Numbering and Templates]]   * [[user_settings#document_numbering_and_templates|Document Numbering and Templates]]
     * [[user_settings#numbering_format|Numbering Format]]     * [[user_settings#numbering_format|Numbering Format]]
     * [[user_settings#document_template|Document Template]]     * [[user_settings#document_template|Document Template]]
 +  * [[user_settings#other_document_settings|Other Document Settings]]
   * [[user_settings#scheduling|Scheduling]]   * [[user_settings#scheduling|Scheduling]]
   * [[user_settings#warehouses|Warehouses]]   * [[user_settings#warehouses|Warehouses]]
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   - Open the user menu   - Open the user menu
     * Located on top right of the app toolbar     * Located on top right of the app toolbar
-  - Navigate to the Settings menu. \\ {{:settings:settings_1.jpg?150|}}+  - Navigate to the Settings menu. \\ {{gallery>:settings:settings_1.jpg?150x0&crop=off&0}}
 === General ===  === General === 
-\\ {{:settings:settings_2.jpg?500|}}+\\ {{gallery>:settings:settings_2.jpg?500x0&crop=off&0}}
 \\ **Base Currency**: The default currency used for all transactions and reports in the system. \\ **Base Currency**: The default currency used for all transactions and reports in the system.
 == e-Invoice Setup == == e-Invoice Setup ==
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     * Alternatively, simply drag your logo file from your computer and drop it into the designated upload area     * Alternatively, simply drag your logo file from your computer and drop it into the designated upload area
 \\ **Preview.**: \\ Preview your document header in the Preview section \\ **Preview.**: \\ Preview your document header in the Preview section
- 
-=== Document Settings === 
-\\ {{:settings:settings_7.jpg?500|}} 
-== Default Payment Method == 
-Configure default payment methods for invoices, sales order and purchase order. 
- 
-== Show Amount Due Breakdown == 
-Enable this to display the Amount Due, Payment History, and Payment Status on invoice and sales order documents. 
- 
-== AI Extraction Rules == 
-  * **AI Expense Extraction Rules**: Custom instructions to guide how AI extracts and categorizes information from your scanned expense receipts. 
-    * e.g. //If the supplier is ABC Company, always use the purchase account.// 
-    * Maximum 500 characters.  
-  * **AI Purchase Invoice Extraction Rules**: Custom instructions to guide how AI extracts and allocates information from your scanned purchase invoices. 
-    * e.g. //If the supplier is ABC Company, the XXX line item is not a product. Evenly distribute the XXX line item across all products.// 
-    * Maximum 500 characters. 
  
 === Document Numbering and Templates ===  === Document Numbering and Templates === 
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   - Debtor Statements   - Debtor Statements
   - Self-billed e-Invoice   - Self-billed e-Invoice
-\\ {{:settings:settings_3.jpg?500|}}+\\ {{gallery>:settings:settings_3.jpg?500x0&crop=off&0}}
 == Numbering Format == == Numbering Format ==
   * **Prefix**: Add a prefix for your document number. Example: "INV-".   * **Prefix**: Add a prefix for your document number. Example: "INV-".
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     * **Insert Image** button: Opens a dialog to upload or select an image (e.g. company stamp, logo, QR code) and insert it into the editor at the cursor position.     * **Insert Image** button: Opens a dialog to upload or select an image (e.g. company stamp, logo, QR code) and insert it into the editor at the cursor position.
     * **Insert Signature Placeholder** button: Adds a live signature field into the document template, allowing customers to sign using the integrated digital pad. //(available for delivery, return, job completion notes)//     * **Insert Signature Placeholder** button: Adds a live signature field into the document template, allowing customers to sign using the integrated digital pad. //(available for delivery, return, job completion notes)//
 +=== Other Document Settings === 
 +\\ {{gallery>:settings:settings_7.jpg?500x0&crop=off&0}} 
 +  * **Alias** 
 +    * The title used for the generated document. Leave empty to show as default title. 
 +  * **Default Payment Method** 
 +    * Configure default payment methods for invoices, sales order and purchase order. 
 +  * **Show Amount Due Breakdown** 
 +    * Enable this to display the Amount Due, Payment History, and Payment Status on invoice and sales order documents. 
 +  * **AI Extraction Rules** 
 +    * **AI Expense Extraction Rules**: Custom instructions to guide how AI extracts and categorizes information from your scanned expense receipts. 
 +      * e.g. //If the supplier is ABC Company, always use the purchase account.// 
 +      * Maximum 500 characters.  
 +    * **AI Purchase Invoice Extraction Rules**: Custom instructions to guide how AI extracts and allocates information from your scanned purchase invoices. 
 +      * e.g. //If the supplier is ABC Company, ignore item XXX// 
 +      * Maximum 500 characters.
 === Scheduling === === Scheduling ===
-\\ {{:settings:settings_4.jpg?500|}}+\\ {{gallery>:settings:settings_4.jpg?500x0&crop=off&0}}
   * Configure **Schedule Start Time** and **Schedule End Time** to align with business operation hours.   * Configure **Schedule Start Time** and **Schedule End Time** to align with business operation hours.
 == Teams == == Teams ==
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   * Add a Team   * Add a Team
     - Click Add Team (➕).     - Click Add Team (➕).
-    - Enter the Team name. +    - Enter the **Team name**. 
-    - Enter Team Category (for team filtering groups) \\ //Used to group teams for filtering purposes.// +    - Enter **Team Category** (for team filtering groups) \\ //Used to group teams for filtering purposes.// 
 +    - Enter the **Hour Rate** (optional) \\ //The team's default hourly rate, used for labor hour calculation for customer billing.// 
 +    - Enter the **Default Split %** (optional) \\ //The team's default share of the job amount, normally used for commission calculation. Leave empty to evenly split the remaining allocation among the assigned teams.//
     - Click Save (✔️).     - Click Save (✔️).
   * Edit a Team   * Edit a Team
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 === Warehouses === === Warehouses ===
 Maintaining warehouses allows you to track multiple SKUs (Stock Keeping Units) across different warehouse locations. This ensures that you have real-time visibility into stock levels, which is critical for maintaining inventory accuracy and facilitating stock transfers. Maintaining warehouses allows you to track multiple SKUs (Stock Keeping Units) across different warehouse locations. This ensures that you have real-time visibility into stock levels, which is critical for maintaining inventory accuracy and facilitating stock transfers.
-\\ {{:settings:settings_5.jpg?500|}}+\\ {{gallery>:settings:settings_5.jpg?500x0&crop=off&0}}
   * Add a Warehouse   * Add a Warehouse
     - Click Add Warehouse(➕).     - Click Add Warehouse(➕).
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 === Employees === === Employees ===
 Assign a responsible employee, such as a salesperson or account manager, to oversee each transaction such as invoices, quotations, or purchase orders. This ensures clear accountability, proper handling, commission tracking and efficient process management. Assign a responsible employee, such as a salesperson or account manager, to oversee each transaction such as invoices, quotations, or purchase orders. This ensures clear accountability, proper handling, commission tracking and efficient process management.
-\\ {{:settings:settings_6.jpg?500|}}+\\ {{gallery>:settings:settings_6.jpg?500x0&crop=off&0}}
   * Add a Employee   * Add a Employee
     - Click Add Employee(➕).     - Click Add Employee(➕).
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 === Terms === === Terms ===
-Used to define standard payment or agreement terms that can be assigned to customers and applied to invoices, sales order and quotations. +Used to define standard payment or agreement terms that can be assigned to customers/suppliers and applied to invoices, sales orders, purchase orders, purchase invoices and quotations. 
-\\ {{:settings:settings_8.jpg?500|}}+\\ {{gallery>:settings:settings_8.jpg?500x0&crop=off&0}}
   * Add a term   * Add a term
     - Click Add Term (➕).     - Click Add Term (➕).
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 Allows integration with supported external accounting systems to synchronize invoices, and payments between Chillhub and the accounting system. Allows integration with supported external accounting systems to synchronize invoices, and payments between Chillhub and the accounting system.
 \\ **Note**: To enable accounting integration, please contact Chillhub Support to enable and install the required integration module. \\ **Note**: To enable accounting integration, please contact Chillhub Support to enable and install the required integration module.
-\\ {{:settings:settings_9.jpg?500|}}+\\ {{gallery>:settings:settings_9.jpg?500x0&crop=off&0}}
   * **System**: Select the external accounting system to integrate with. //e.g. Autocount, SQL//   * **System**: Select the external accounting system to integrate with. //e.g. Autocount, SQL//
   * **Effective Date**: Specifies the date from which accounting synchronization becomes active.   * **Effective Date**: Specifies the date from which accounting synchronization becomes active.
  • user_settings.1783331016.txt.gz
  • Last modified: 2026/07/06 09:43
  • by chillhubadmin