Settings
The Settings page allows you to configure your Frappe Books instance, including accounting preferences, system defaults, invoice printing, and application-wide settings.
These settings help customize the application to match your organization’s accounting and operational requirements.
Tip
Configure your settings before creating transactions to ensure consistent accounting, numbering, printing, and reporting across your organization.
Navigation
Settings Tabs
The Settings page is divided into multiple tabs, each responsible for a different area of the application.
| Tab | Description |
|---|---|
| General | Configure accounting defaults and enable application features. |
| Defaults | Define default values used while creating transactions. |
| Customize invoice print layouts and printing preferences. | |
| System | Manage application-wide display and localization settings. |
| Inventory | Configure inventory features and defaults. This tab appears only after Inventory is enabled. |
General Settings
The General tab contains core accounting settings and feature controls.
Read-Only Settings
The following values are configured during the Setup Wizard and cannot be changed later:
- Full Name
- Company Name
- Country
- Bank Name
Information
These values are established during the initial company setup using the Setup Wizard.
Configurable Settings
| Setting | Description |
|---|---|
| Fiscal Year Start Date | Defines the beginning of the financial year used in reports. |
| Fiscal Year End Date | Defines the end of the financial year used in reports. |
| Write Off Account | Default account used for write-off amounts during payments. |
| Round Off Account | Account used to balance small debit and credit differences. |
| Enable Discount Accounting | Allows discounts to be applied and recorded in invoices. |
| Enable Inventory | Enables inventory management features throughout the application. |
GST Information
When the company country is set to India, a GSTIN field becomes available. Entering a valid GSTIN enables GST-related reports.
Default Settings
The Defaults tab allows you to configure values that are automatically selected when creating new transactions.
Available defaults include:
- Accounts for automatic payments.
- Default locations for automatic stock transfers.
- Number Series for transactional documents.
- Default Terms and Conditions.
- Default Print Templates.
Auto Stock Transfer Requirements
- The item must not use Batches.
- The item must not use Serial Numbers.
- Sufficient stock must exist at the configured default location.
Print Settings
The Print tab lets you customize how invoices appear when printed or exported.
These settings can also be modified directly from an Invoice’s Print View.
System Settings
The System tab controls application-wide formatting and display preferences.
| Setting | Description |
|---|---|
| Date Format | Defines how dates are displayed throughout the application. |
| Hide Get Started | Removes the Get Started section from the sidebar. |
| Version | Displays the installed version of Frappe Books. |
| Locale | Controls number and currency formatting based on regional settings. |
| Display Precision | Sets the number of decimal places displayed. |
| Currency | Defines the default currency for all transactions. |
Information
The Get Started section is automatically hidden once the initial setup process has been completed.
Best Practices
- Configure General Settings before recording accounting transactions.
- Set default accounts and numbering series to reduce manual data entry.
- Review Print Settings to ensure invoices match your business requirements.
- Choose the correct Locale and Currency before processing transactions.
- Enable Inventory only when inventory tracking is required, as it cannot be disabled afterward.
