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Handling your accounting defaults
Handling your accounting defaults
Updated over a week ago

These settings can be changed via Settings > System Defaults.

Your accounting default values will be used on accounting-relevant areas of the system.

GST

GST Registration:

Indicates whether the business using Mira is registered for GST. This will affect tax based calculations

Default GST on new invoices:

The default tax status used on new line items when creating quotations or invoices. Options are: Tax Inclusive, Tax Exclusive or No Tax

Default GST on new inventory

The default tax status used on new inventory items when creating selling details. Options are: Tax Inclusive, Tax Exclusive or No Tax


Invoices

Default Due Date

Default due date when creating new invoices. This can be overridden when creating a new invoice

Default Payment Reminders

Create a default set of reminders to set for a client when creating a new invoice. These options can be overridden while creating the invoice.

Prefill Invoice Description

Used to automatically prefill an invoice description from an appointment description when an invoice is created from the appointment dialog or an appointment is added to the invoice

Send Reports with Invoice

When sending an invoice, automatically attach reports to the same email if both the report and invoice have a linked appointment

Preferred Payment Method

Used for preferred payment method for clients to display on invoices. Options are: Bank Transfer, Credit Card or No Preference

Bank Account Details

When enabled, these details will be displayed on invoices sent to clients. Details are:

  • BSB Number

  • Account Number

  • Account Name

  • Description (to appear underneath bank details)


Quotations

Default Quotation Expiry Date

Default expiry date when creating new quotations. This can be overridden when creating a new invoice

Prefill Quotation Description

Used to automatically prefill an quotation description from an appointment description when an quotation is created from the appointment dialog or an appointment is added to the quotation

Accepting Quotations

Used to allow clients to accept a quotation via email or Client Connect


Inventory

Document Prefill

The default prefill value to use on new inventory items.

  • Inventory Name: item name field will be applied as prefill value for new document line items

  • Inventory Description: item description field will be applied as prefill value for new document line items

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