Default account settings

You can configure your default account settings under Settings > Company > Other options. These settings dictate general account behavior.

Show filters before results are seen

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This setting allows you to choose which reports display filter first. Learn more about filter first reports here.

The reports you can configure are:

  • Accounts payable (aged creditors)
  • Accounts receivable (aged debtors)
  • Balance sheet
  • General ledger
  • Inventory detail
  • Inventory summary
  • Inventory audit trail

Date format

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Select whether to display dates as:

  • Day/Month/Year
  • Month/Day/Year

Account time zone

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This cannot be edited. Contact the Support team if it needs to be changed.

How do you refer to your customers?

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Choose from:

  • Customers
  • Clients
  • Tenants

This will change the way customers are referred to in all relevant screens.

Industry and business type

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Select your industry and business type. 

Address format on templates

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Choose between three formats:

Format A

Firstname Lastname
Company name
Street address
Suburb
City
County (State)
Postcode (Zipcode)
Country

Format B Firstname Lastname
Company name
Street address Suburb
City County (State) Postcode (Zipcode)
Country 
Format C Firstname Lastname
Company name
Street address
Suburb
City
County (State)
Postcode (Zipcode)

Capitalize the addresses on templates

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Setting this option to "Yes" will automatically display all addresses in all caps on templates. Setting it to "No" will respect the capitalization as entered into the system.

Add "Powered by Brightpearl" to email footer

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Setting this option to "Yes" includes "Powered by Brightpearl" at the bottom of emails sent through the system.

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Show beta apps in app store

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Setting this option to "Yes" displays beta apps in the app store. Beta apps are still in testing. 

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