Introduction
Welcome to this user-friendly guide on Global Defaults in Empress. This is a powerful feature designed to enhance your business operations by allowing you to pre-set certain field values for system-wide use. This means less time-consuming manual data entry and more efficient document creation. Let’s get started!
What are Global Defaults?
Global Defaults in Empress are pre-determined values that automatically populate in specific fields when creating documents. This feature reduces repetitive manual data entry, increases accuracy, and streamlines your workflow. The values you set as Global Defaults will apply to all users and various fields across the Empress system.
How to Access Global Defaults
Accessing the Global Defaults feature is simple and straightforward. Here’s how:
- First, navigate to the Home page of your Empress interface.
- Then, proceed to the Settings panel.
- Finally, click on the Global Defaults option.
Setting Up Global Defaults
There are several fields that you can set as Global Defaults. The only mandatory field is ‘Currency’, while all other fields are optional. The fields you can set as Global Defaults include:
- Default Company: Ideal for businesses with multiple entities, this field allows you to select a default company that will automatically populate in new documents.
- Country: This field allows you to select a default country, which can be useful for businesses that frequently work with international clients or partners.
- Currency: This is a mandatory field. Here, you can select the default currency for all your financial transactions.
- Hide Currency Symbol: Enable this option if you prefer to display numbers without a currency symbol.
- Default Distance Unit: If your business frequently deals with logistics or deliveries, setting a default distance unit can streamline data entry in Delivery Trips.
- Disable Rounded Total: If your business prefers precise numbers over rounded totals, you can enable this option.
- Disable In Words: Enable this option if you prefer numeric values over written numbers.
Conclusion: The Power of Global Defaults
In summary, Global Defaults in Empress is an invaluable feature for businesses seeking to streamline their operations and improve efficiency. By setting up Global Defaults, you can automate frequently used field values, making your document-creation process faster and more user-friendly.
For further assistance with Empress, refer to other non-technical resources or reach out to our support team. Enjoy the convenience and efficiency that Empress brings to your business operations!