Module settings

Access in Iziago: Settings > General settings > Module settings


This page allows you to set default parameters on the third-party database, the bank accounts and on the adjustment function of the Cash forecasting module.

Third-party database section

By default, the box is uncheck,which means that, when a group of third party is created, all users can use it.

To prevent newly created groups of third parties to be used:

  1. Check the box
  2. Use the drop-down list to determine who has rights on newly created groups:
  • All users: when a group is created, no user can use it by defaut. To allow people to use it, you must give each person the Use right on the group in the Third-party database module.
  • All except creator: when a group is created, only its creator can use it by default. To allow additional people to use it, you must give each person the Use right on the group in the Third-party database module.
  • All except creator and administrators: when a group is created, only its creator and the administrators can use it by default. To allow additional people to use it, you must give each person the Use right on the group in the Third-party database module.

Learn how to set user rights.

Accounts section

Use the first drop-down list to determine which label to display alongside the bank accounts when displaying an account. You can select the following values:

  • Designation
  • Designation - Account number or code
  • Designation - Counterparty name
  • Designation - Account owner name

Use the second drop-down list to determine who has rights on newly created accounts (a user without rights on an account cannot create any forecast transactions using this specific account). You can select the following values:

  • All users
  • Only creator and administrators
  • Only creator
  • No users

Cash forecasting section

Use the drop-down lists to determine default budgetary and transaction codes to be applied when Iziago generates automatic adjustment transactions (Cash forecasting > Reconciliation > Adjust balances).