System Settings
System Settings allow administrators to configure the overall behavior of the JobNext platform, adjust module-specific parameters, and set up integrations with external systems. These settings affect all users in the organization and should be configured carefully.
System settings can only be modified by users with the Portal Admin role. Changes to these settings take effect immediately and may impact all users. Test changes in a non-production environment when possible.
General System Configuration
General settings define the fundamental parameters for your JobNext tenant.
| Setting | Description | Impact |
|---|---|---|
| Organization Name | The name of your organization as displayed in headers, reports, and documents. | Appears on all printed documents and reports |
| Fiscal Year | The start and end months of your financial year (e.g., April to March for India). | Affects period-based reports and financial statements |
| Base Currency | The primary currency used for all financial transactions and reporting. | All monetary values default to this currency |
| Date Format | The display format for dates throughout the system (e.g., DD/MM/YYYY, MM/DD/YYYY). | Affects all date displays and inputs |
| Number Format | Decimal separator and thousands grouping preferences (e.g., 1,00,000.00 for Indian numbering). | Affects all numeric displays |
| Session Timeout | The inactivity period after which users are automatically logged out. | Affects all user sessions |
| Document Numbering | Prefix and sequence configuration for auto-generated document numbers (POs, MRs, invoices, etc.). | Defines the format of all system-generated document IDs |
Module-Specific Settings
Each module in JobNext has its own set of configurable parameters. Common module settings include:
SCM Settings
- Default warehouse — The default stock location for new material receipts
- MR auto-numbering — Prefix and sequence for Material Requisition numbers
- PO terms and conditions — Default text applied to new purchase orders
- Stock valuation method — FIFO, LIFO, or weighted average for inventory costing
Finance Settings
- Voucher auto-numbering — Prefix and sequence per voucher type
- Tax configuration — GST rates, HSN/SAC codes, and tax group defaults
- Rounding rules — How decimal amounts are rounded in financial calculations
- Multi-currency support — Enable or disable foreign currency transactions
HR Settings
- Leave policies — Leave types, entitlements, carry-forward rules, and encashment policies
- Payroll components — Salary components, deduction types, and calculation formulas
- Attendance rules — Shift definitions, grace periods, and overtime thresholds
- Statutory parameters — PF rates, ESI thresholds, professional tax slabs
Project Settings
- Job numbering — Format and sequence for new job codes
- BOQ import settings — Template format and validation rules for BOQ imports
- Estimate defaults — Default overhead percentages and margin parameters
Integration Settings
JobNext can integrate with external systems to extend its capabilities. Configure these integrations in the System Settings area.
Tally Integration
Connect JobNext with Tally accounting software for bidirectional data synchronization. Configuration includes:
- Tally server URL — The network address of your Tally instance
- Company name — The Tally company to sync with
- Sync frequency — How often data is exchanged between systems
- Ledger mapping — How JobNext accounts map to Tally ledgers
For detailed setup instructions, see Tally Integration.
Razorpay Integration
Enable online payment collection through Razorpay for customer invoices and receivables. Configuration includes:
- API Key — Your Razorpay API key for authentication
- API Secret — Your Razorpay secret key (stored encrypted)
- Webhook URL — Endpoint for receiving payment confirmation callbacks
- Payment modes — Supported payment methods (UPI, cards, net banking, etc.)
GSP Integration
Connect with a GST Suvidha Provider (GSP) for automated GST return filing. Configuration includes:
- GSP provider — Select your GSP from available providers
- GSTIN — Your organization's GST Identification Number
- API credentials — Authentication credentials for the GSP service
- Auto-filing — Enable or disable automated return preparation
Before making changes to system settings, document the current values. This allows you to revert changes if something does not work as expected. Keep a record of when settings were changed and by whom for audit purposes.