General settings
Organizations, numbering, languages, dates, currencies, notifications, and email.
- Creating an Organization, Details, and Financial OptionsHow to access the list of organizations and create or edit a legal entity. Legal, contact, address, and bank fields and their use in documents. Default VAT, documents without VAT, system language, and organization color.
- Organization details in documents and accessDocument detail format, languages, logo, signature, and sender address. Default organization selection, role scope, and data visibility.
- Deleting an Organization and Common IssuesSafe organization deletion and troubleshooting for visibility and documents.
- Financial document series and numberingWhere sequences for financial, warehouse, transport, and contract documents are managed. Creation, organization, and default settings for financial document series. How the default series is selected and the next number is securely determined. Formats based on numbers, years, and dates, as well as zero-padding.
- Numbering for KPO, PP, transport, contract, and warehouse documentsPrefixes, counters, and automatic numbering for contract types and other documents. Orders, Goods Receipts, Stock Transfers, Stock Write-offs and production numbering. How to assign a numbering series to a document category and organization.
- Safe Numbering Changes and Common IssuesNumbering change control and troubleshooting unexpected numbers.
- Language, Time Zone, and Locale SettingsLocation of locale settings and their impact on the entire Hanna environment. How active, system, team member, and customer languages interact. Time zone selection and safe diagnosis of time discrepancies. The purpose of the country of origin and Scoris integration locale settings.
- Language for Customer PDF DocumentsHow the language for manually and automatically generated PDFs is selected.
- Creating currencies and managing the base currencyWhere to find currencies; explanations of the code, symbol, and base currency. Currency ISO code, symbol, bank details, and safe deletion. When the base currency is used and why changing it might be blocked.
- Currency exchange rates, formatting, and usage in documentsCurrencies, exchange rate dates, converted amounts, and PDF options. Amount formatting, multi-currency reports, and PDF verification.