# Transaction Preference
Transaction Preference sets company-wide defaults for bills, due dates, taxes, expense fields, auto-numbering behaviour, and footer notes. Changes apply across Sales, Purchase, Accounts, and Inventory transactions.
Overview & Form View
Go to Settings → Transaction Preference from the left menu.
This is a single company settings form divided into sections. Click Update to save; Reset reverts unsaved changes; Cancel returns without saving.
Quick Start
1. Navigate
Go to Settings → Transaction Preference.
2. Set General and Bill Center
Choose bill totals layout, logo position, default bill center, and whether only one center is allowed.
3. Configure taxes and numbering
Enable the tax system if required, then review the Number Settings subsection or the standalone Number Settings screen for prefixes and auto-generate rules.
4. Save
Click Update.
General
| **Field** | **Description** |
|-----------|-----------------|
| Allow future date transactions | Lets users save bills with a date later than today. |
| Value update on zero stock | When stock hits zero: Allow, Minimum 1 Qty in inventory, or Minimum Match with transaction Qty. |
| Allow payments on order | Enables payment entry on sale/purchase orders before invoicing. |
| Hide company name in view ? | Hides the company name on transaction view screens. |
| Bill totals view in * | Row or Column layout for bill total lines. |
| Logo position * | Left, Top, or Center on printed/view bills. |
| Sub fields in item autocomplete | Extra columns shown when searching items in item autocomplete fields across transactions. Select one or more: Item code, Barcode, Short name, Unit, Brand (when inventory brand is enabled), Selling price, Purchase price. |
Bill Center
| **Field** | **Description** |
|-----------|-----------------|
| Single bill center only? | When enabled, all transactions use one billing center. |
| Default Bill Center * | Default center pre-filled on new bills (shown when single center is off or as the fixed center). |
Due Date
| **Field** | **Description** |
|-----------|-----------------|
| Show field for due Date? | Shows due date on applicable sale/purchase documents. |
| Default Due Date Option | Due date, Payment Term, or Custom — pre-filled behaviour on new bills. |
Taxes
| **Field** | **Description** |
|-----------|-----------------|
| Has tax system ? | Enables tax columns and calculations on transactions. |
| Item Rates are | Tax Exclusive or Tax Inclusive — how item rates are interpreted by default on sale and purchase documents (including the Field Sale App). To let field users override the rate type per Sale Invoice, Sale Order, Sale Quotation, or Credit Note, enable **Show item rate type switch in sale documents** on Field Sale App Settings. |
Expense Manager
| **Field** | **Description** |
|-----------|-----------------|
| Separate tax amount field in expense ? | Adds a dedicated tax amount field on expense vouchers. |
| Show cost center field in expense ? | Shows cost center on expense entry. |
| Cost Center Mode | Single Cost Center or Multiple Cost Center when cost center is enabled. |
Number Settings (Autogenerate Bill Numbers)
This subsection controls numbering behaviour flags. Per-transaction prefix, suffix, and starting numbers are configured on the standalone Number Settings screen.
| **Field** | **Description** |
|-----------|-----------------|
| Multiple Sale Types | Separate number series per sale type when enabled. |
| Multiple Purchase Types | Separate number series per purchase type when enabled. |
| Payment voucher bill number per payment mode? | Different series per payment mode on payment vouchers. |
| Receipt voucher bill number per payment mode? | Different series per payment mode on receipt vouchers. |
| Expense bill number per payment mode? | Different series per payment mode on expenses. |
| Sale quotation revision prefix | Prefix appended to revised sale quotation numbers. |
| Select Transactions in which bill number auto generate on draft | Document types that receive a bill number while still in Draft. |
| Show quick info on bill ? | Customer/Supplier Summary panel on bill screens. |
| **Field** | **Description** |
|-----------|-----------------|
| Common Footer Note | Rich-text footer printed on bills. Supports formatting and HTML source view (</>). |
Actions
| **Action** | **Description** |
|------------|-----------------|
| Update | Saves all sections. |
| Reset | Discards changes on the form. |
| Cancel | Leaves the screen without saving. |
FAQ
Transaction Preference Number Settings vs standalone Number Settings?
Use Transaction Preference for toggles (multiple sale types, auto-generate on draft, pay-mode series). Use Number Settings to set prefix, suffix, starting number, and reset counter for each transaction type.
Where are discount settings?
Discount behaviour is configured under each module's settings (e.g. Sale Settings, Purchase Settings), not on this screen.
What is Single bill center only?
When enabled, users cannot change inventory center on each transaction — all documents use the user's default center from User Settings.
What does auto-generate bill number on draft do?
Selected transaction types receive a document number while still in Draft. Configure which types in the multi-select on this screen; series prefix is on Number Settings.
Where is the common sale invoice footer?
Set the shared HTML footer for sale and purchase prints here. Voucher-specific footers are on Print Settings.
Can I enable multiple sale invoice types?
Yes. Toggles for commercial, pro forma, and other sale invoice variants appear here when your company uses them — each can tie to separate numbering on Number Settings.
What is payment voucher bill number per payment mode?
When enabled, each payment mode gets its own numbering series — configure prefixes on Number Settings after turning the toggle on here.