Advanced Options
Global business defaults for fiscal calendar, document numbering, currency, retention and locale across the platform.
Fiscal Year
Fiscal calendar start month used across the platform.
Currency & Payment Handling
Rounding precision and payment date rules.
Shift payments to next business day
Move payment dates falling on weekends/holidays to the next business day.
Auto-capture early payment discounts
Automatically apply early-payment discounts when paying before the discount due date.
Duplicate Invoice Detection
Global controls to prevent paying the same invoice twice.
Detect duplicate vendor invoices
Flag invoices matching an existing vendor invoice number and amount.
Allowed difference when comparing amounts.
Days before an approval reminder escalates.
Retention & Security
Archival, audit retention and session security.
Auto-archive paid / closed records
Automatically archive records after they've been paid or closed.
Locale & Formatting
Default display formats used across the app.