Via Manage / Environment / Administrations you can view the administration settings. Click 'Edit' and go to the 'Preferences' tab. It is also possible to change administration settings in bulk by selecting multiple administrations and then clicking 'Edit' via the bulk action.
Email submission
Default destination:
This journal is used when multiple journals exist and no journal is included in an email.
This document management category is used when multiple categories exist and no category is included in an email.
Allowed senders: email addresses can be added here that are allowed to submit documents.
Please note: when this is used, only those email addresses will be accepted and all others will be excluded.Allowed document types: allowed document types can be added here, for example .pdf.
Excluded senders for the spam filter: email addresses or domains added to this list will never be seen as spam (this concerns the @to-zenvoices.com spam filter). This can be done manually and via the 'Spam' folder in Upload & read. Use the wildcard "*" to exclude all email addresses from the spam filter.
Please note: unwanted emails may then also be received.
Send receipt confirmations: an automatically generated email can be sent to submitters when a sent email has been received in Zenvoices.
Default values
Currency: only available for Exact Online, Exact Globe, King, Reeleezee, Twinfield, Exact Boekhoud Gemak, Multivers and Visma eAccounting.
Country
Sales payment condition: only applicable when a sales journal has been added.
Purchase payment condition: only applicable when a purchase journal has been added.
Booking method new creditors: default is 'Last booking'. 'Master data' or 'Booking template' can also be selected here.
Booking method new debtors: default is 'Last booking'. 'Master data' or 'Booking template' can also be selected here.
Enable 'Include in Zenvoices payment orders' for new creditors: only applicable when the additional module Payments is activated.
Account codes
Use a custom sequence for debtor codes: this deviates from the standard auto numbering that comes from the accounting package.
Update sequence: this allows a new sequence of debtor codes to be started.
Use a custom sequence for creditor codes: this deviates from the standard auto numbering that comes from the accounting package.
Update sequence: this allows a new sequence of creditor codes to be started.
Also see; How can I create/edit an account?
Other
Booking period determination: read more about the available options in this article.
Automatically export bookings to the accounting package: when this function is disabled, bookings will be placed in the 'To export' queue for manual export.
Automatically mark authorized bookings as payable in the accounting package: only available for AFAS, Exact Online, Exact Globe, King, Twinfield, Exact Boekhoud Gemak and Multivers.
Read emails without attachments as invoices: emails where the invoice is included as text will be read as an invoice. Please note: when this is unchecked, emails without attachments will not be received and therefore cannot be consulted.
Add audit report to booking documents uploaded to the accounting package: only available for AFAS, Exact Online, Exact Globe, King, Snelstart and Visma eAccounting.
Convert documents to PDF when exporting: only Word, Excel, images and email messages can be converted.
Add email messages as attachments to bookings and store them in the archive: when this function is disabled, only the invoice will be stored in the archive. The email will be deleted.
Include attachments in generated UBL invoices: only applicable when UBL export is selected.
Transfer comments from Upload & read to bookings and document management: when this function is disabled, comments added in Upload & read can only be viewed in the temporary archive in Upload & read.
Upload & read document category field is mandatory: only applicable when the Upload & read document category module is enabled.
Do not show the administration’s standard email channel
When this function is enabled, this email address will no longer be shown in the administration overview, channels in Upload & read, and when manually uploading documents. After this is enabled the default email address can be disabled if it is not desired to submit documents via the @to-zenvoices.com submission email address.
Mobile app
Destination required when uploading from the mobile app
When this function is enabled, the submitter is required to specify a destination, such as the journal or a category from Document Management.