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BUSINESS SETTINGS

Business Settings

The Business Settings page contains the global configuration for your IsleBooks business. Most settings only need to be configured once during the initial setup, while others can be adjusted later as your business grows.

Go to:

Settings → Business Settings

Business Tab

The Business tab contains your company's core information.

Here you can configure:

  • Business name

  • Business logo

  • Base currency

  • Time zone

  • Date and time format

  • Accounting method (FIFO, etc.)

  • Decimal precision

  • Currency symbol position

  • Financial year start month

  • SKU prefix

  • Business structure

  • Owner information

  • Tax registration numbers

These settings are used throughout IsleBooks for invoices, reports, accounting, and taxation.

Tax Tab

The Tax tab controls how taxes are applied throughout the system.

Here you can configure:

  • Default sales tax

  • Tax calculation behaviour

  • Tax-related defaults used when creating new transactions

Detailed tax setup, including GST rates and classifications, is managed separately under:

Settings → Tax Rates

Sales Tab

Configure global sales behaviour.

Available settings include:

  • Whether selling prices include or exclude tax

  • Default sales tax percentage

  • Default sales discount

  • Transaction edit window

These settings affect newly created sales unless overridden elsewhere.

POS Tab

The POS tab controls how the Point of Sale behaves.

Available settings include:

  • Print receipt automatically

  • Product image display

  • Order tax behaviour

  • Product suggestions

  • Overselling permissions

  • Delivery fee behaviour

  • Card processing fee percentage

  • Default maximum discount limits

  • POS success sounds

  • Product scanning behaviour

  • Customer Display availability

  • Register closing rules

  • Transaction date visibility

Most businesses only need to configure these once.

Purchase Tab

Configure purchase-related behaviour.

Options include:

  • Enable batch numbers

  • Enable inline purchase tax

  • Allow product editing during purchases

  • Require purchase order approval (if Purchase Orders are enabled)

Product Tab

Configure global product features.

Available options include:

  • Categories

  • Brands

  • Subcategories

  • Product positions

  • Product racks

  • Warranty management

  • Product expiry tracking

  • Available stock display in POS

  • Product pricing display

  • Behaviour when products expire

  • Stock expiry alerts

These settings enable or disable features throughout the product management system.

Prefixes Tab

Prefixes are used for automatically generated reference numbers.

You can customise prefixes for documents such as:

  • Purchase Orders

  • Purchase Returns

  • Sales Returns

  • Stock Adjustments

  • Stock Transfers

  • Expenses

Invoice numbering itself is configured separately under Invoice Schemes.

Email Tab

By default, IsleBooks sends emails using IsleBooks' managed email service.

If you prefer to send emails through your own mail server, you can configure:

  • SMTP Host

  • Port

  • Username

  • Password

  • Encryption

  • Reply-To address

  • From Name

A test email can be sent directly from this page to verify the configuration.

SMS Tab

Configure your SMS gateway for customer notifications.

Supported settings include:

  • SMS provider

  • API credentials

  • Sender ID

  • Test SMS

  • Notification master switch

SMS notifications are used only for events whose notification templates have Auto-send SMS enabled.

Bank Transfer Tab

These settings control the Customer Portal's bank transfer payment workflow.

Options include:

  • Enable bank transfer payments

  • Minimum transfer amount

  • Maximum transfer amount

  • Customer payment instructions

  • Auto-approve payments (optional)

  • Notification when payments are submitted

Customer-facing bank accounts are managed separately under Accounting → Bank Accounts.

Modules Tab

The Modules tab enables or disables major areas of IsleBooks.

Available modules include:

  • Purchases

  • Purchase Orders

  • Sales

  • POS

  • Stock Transfers

  • Stock Adjustments

  • Expenses

  • Recurring Sales

  • Accounting

  • HR & Payroll

  • Restaurant

  • Hotel

  • Repairs

  • Plastic Bag Charging

  • Project Management

  • Cash & Bank Accounts

Disabled modules are hidden from the navigation menu and users.

Some modules require additional configuration after being enabled. For example:

  • Restaurant locations must be enabled individually under Settings → Stores.

  • Hotel locations must also be enabled per store after enabling the Hotel module.

Forex Tab

The Forex tab is used to enable multi-currency support.

Here you can:

  • Enable multi-currency for the business

  • Select allowed foreign currencies

  • Choose how foreign currency amounts appear on invoices

  • View today's exchange rates

  • Create business-specific exchange rate overrides

  • Refresh exchange rates

These rates are used throughout:

  • POS

  • Sales

  • Purchases

  • Expenses

  • Other Income

  • Accounting

See the Multi-Currency Setup guide for detailed instructions.

Saving Changes

After making any changes, click Save Changes in the top-right corner.

Some settings may require users to refresh their browser or reopen the POS screen before taking effect.

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