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Accounting Pro — Setup · Finance Settings (how to use)

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Setup · Finance Settings

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click Setup · Finance Settings.
  4. Direct route (for admins): admin/accounting_pro/accounting_pro_finance_settings

What this screen is for

Module configuration — defaults, sync, API, multi-company.

How to use — step by step

  1. Review each settings tab (general, sync, API, tax defaults).
  2. Set default accounts, prefixes, and approval rules.
  3. Enable BIXCRM sync options and map payment modes if shown.
  4. Save and test with one sample transaction.

Common buttons & actions

  • Save settings
  • Test sync
  • Create API key

Required permissions

Staff need the accounting_pro_finance_settings feature with: view, edit.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

  • Creating database tables. This may take a minute on first install — please do not close this page.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

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