Purchases Settings

The Purchases Settings in Ever Accounting allow you to configure how expenses and bills are managed in your accounting system. These settings are divided into two sections: Options and Bills.

How to Access Expense Settings

• Log in to your Ever Accounting dashboard.
• Navigate to Settings > Purchases.
• You will see two tabs: Options and Bills.

Configuring the Options

The Options allow you to customize how expense numbers are generated automatically.

• Access the Options.
  Click on the Options under Expense Settings.
• Configure the Following Fields
  • Number Prefix
    Enter a prefix to prepend to all expense numbers.
  • Minimum Digits
    Specify the minimum number of digits for expense numbers.
• Save Changes
  After making changes, click Save Changes to apply them.

Configuring the Bills

The Bills tab enables you to customize bill numbering formats, due dates, default values, and column labels.

• Access the Bills
  Click on the Bills tab under Expense Settings.
• Customize the Following Sections
  Bill Settings
  • Number Prefix
    Enter a prefix for all bill numbers.
  • Minimum Digits
    Specify the minimum number of digits for bill numbers.
  • Due Date
    Set the default due date for bills. Enter the number of days from the bill creation date that the payment is due.

• Bill Defaults
  • Notes
    Add a default note to appear on all bills.
  • Terms
    Define the default payment terms for bills.

• Bill Columns
  • Item Label
    Customize the label for the item column. Default: Items.
  • Price Label
    Customize the label for the price column. Default: Price.
  • Quantity Label
    Customize the label for the quantity column. Default: Quantity.
  • Tax Label
    Customize the label for the tax column. Default: Tax.
  • Subtotal Label
    Customize the label for the subtotal column. Default: Subtotal.

• Save Changes
  Once all settings have been adjusted, click Save Changes to apply your customizations.