The application settings can only be accessed and configured by an administrator of the application. The settings are available from the Your Name -> Settings dropdown menu. The settings are separated by category to which they correspond.
At the top of the Settings page, there is a Test Email Configuration section that allows you to send test emails to verify your email settings are working correctly.
Field
Description
Send Test Emails To
Enter an email address to receive test emails. Clicking "Send Test" will send two test emails: one using the Notification Mailer settings and one using the Invoice Mailer settings. This helps verify that both email configurations are working properly.
Only orders created after this date will show up in the Orders / Search and Dispatch pages. This is useful to improve the performance of UTX Freight by reducing the time range of accessible orders.
The GST Number shows up on the invoice and should be set if your company has a GST Number. The format should be "#00000000RT0001"
QST Number
The QST Number also shows up on the invoice and should be set if your company has a QST Number. The format should be "#0000000000TQ0001"
Default Terms
Set the default Invoice Terms for all companies when creating new invoices. Available options include: Due on Receipt, 10 Days, 15 Days, 21 Days, 30 Days, 45 Days, 60 Days, 90 Days.
Order Start Date
When creating an invoice, only orders completed after this date will show up. This is useful if you were not using UTX Freight for invoicing in the past.
Message
The invoice message will be added to the header of each invoice and can include any accounting related information that should be communicated to the client.