System Toggles
Eight business-wide toggles that switch platform behaviours on or off — from barcode scanning to center-based filtering. Each affects the whole business.
Navigate to: Settings → Sales & inventory → Sales & inventory controls · Settings → Finance & controls → Financial controls · Settings → Documents & workflows → Recurring documents
The toggles are business-wide — flipping one affects all users and all operations. They are spread across three Settings pages by subject. Review each carefully before enabling, as some change core system behaviour.
Sales & inventory controls
| Toggle | What It Does When Enabled | Default |
|---|---|---|
| Enable barcode scanning | Use barcode scanning for products — a barcode input on product search across sales, purchases, inventory adjustments and POS. Products need barcodes on their records. | Off |
| Allow overselling | Allow products to be sold when inventory is zero. With this off, a sale that would take stock below zero is blocked. | Off |
| Enable center-based filtering | Filter items, customers, and vendors by center in documents. Turns on multi-location mode: documents, inventory and reports are scoped per center, and users see the centers they have been given. | Off |
| Restrict POS to a location's allowed items | Each location's till sells only its curated items. A location with no allowed items sells nothing until you add some; services remain available. | Off |
| Enable production and transform costing | Allow raw materials to become finished goods and include eligible landed costs in inventory. Enable only for businesses that manufacture or mix items. | Off |
Financial controls → Transaction timing
| Toggle | What It Does When Enabled | Default |
|---|---|---|
| Allow retrospective entries | Allow the creation of transactions with past dates. With this off, documents cannot be back-dated. | Off |
| Enable deferred revenue and expenses | Track deferred revenue and prepaid expenses over time periods — a Defer option appears on eligible documents so recognition is spread across the service period instead of taken at once. | Off |
Recurring documents
| Toggle | What It Does When Enabled | Default |
|---|---|---|
| Enable recurring documents | Create recurring invoices, bills, and other eligible documents automatically on a schedule; the Recurring option appears on document forms. | Off |
Enabling center-based filtering for the first time on a live account is a significant change. Once enabled, users must be given centers and new transactions carry a center. A user with no centers ticked sees no center data — an empty center list never means "everywhere". Plan the change and brief all users before enabling.
Before enabling deferred revenue and expenses, make sure your chart of accounts has a deferred-revenue liability account and a prepaid-expense asset account so deferred amounts have somewhere to sit while they await recognition.