The "Tools/Settings" tab of the Finance module in Shepherd's Staff contains options that will affect your finance module as a whole. There are separate articles for the tools under Finance year, Bank statement and Other tools respectively, however, this article will focus on the options under "Settings" and "User-specific settings".
Note: To utilize any of these settings or tools, you must have supervisor level access to the Finance module.
Settings:
To utilize any of the options in the "Settings" box, first, check the box next to "Settings".
Finance Year - This option will let you change your finance year without using the "Close finance year" or "Reopen finance year" utilities. To change your finance year, change the date in the leftmost box of the finance year box to the beginning of the finance year you want to move to.
Sales tax rate - This option will set the Sales tax rate that is used within the Accounts Receivable system, when an item or fee has been designated as being taxable. The rate you set will then be applied to the price of the item or fee when it is used in a transaction.
Notify me - This option will let you set a number of days before a recurring transaction comes due that Shepherd's Staff will provide you with a reminder in the "Warnings and reminders" section in the Shepherd's Staff central window.
Term to use for a set of accounts - This is a setting that will determine how Shepherd's Staff refers to a set of accounts, either as a "Book" or a "Fund". For more information, see our article on Books and Funds.
User-specific settings:
The option in this box only applies to the specific user that is signed in currently.
Start up book/fund - This setting will determine what book or fund is selected as the default book or fund in all views within the Finance module