Overview

Accounting Settings controls how invoices are generated and, where enabled, how Central-Ops connects to an external accounting system.

Navigate to Accounting → Configuration → Accounting Settings.

User permissions

Editing requires the Administrator role. Other users with access to the Accounting module can view the page, but the Edit option is not available to them.

Invoice Settings

Field Description
Default Invoice Template - Line Per Booking The template used by default when an invoice shows one line per booking. A template set on an individual customer's profile overrides this.
Default Invoice Template - Line Per Trip The template used by default when an invoice shows one line per trip. This dropdown offers the detailed templates only, so it does not list the same templates as the field above.
Invoice Lead Time (Days) for Prepaid Customers The number of days before the first trip date of a booking that an invoice is created for prepaid (non trading account) customers.

In This Topic

Related Topics

Compliance Settings

Operations Settings

People Settings

Workshop Settings

❕Note: Invoice templates are created and edited on the Invoice Templates page, linked from the Configuration panel on the right of this page.

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Accounting System Integration

❕Note: This section is only available to operators with the accounts receivable integration enabled. If it does not appear on your Accounting Settings page, the integration is not enabled for your organisation. Contact Triple D Support to discuss it.

Select the external accounting system in Accounting System Name. The connection fields shown below it change to match the system selected.

Xero

Field Description
Xero Client Id The client ID of the Xero app used for the connection.
Xero Client Secret The client secret of that Xero app.
Xero Webhook Key The key Xero signs its webhook calls with.
Xero Application URL The application URL registered against the Xero app.

Acumatica

Field Description
Acumatica Tenant Name The Acumatica tenant to connect to. Required.
Acumatica Site Url The Acumatica site address. Required.
Acumatica API Username The username used for API access.
Acumatica API Password The password for that account.
Acumatica Header Value The header value sent with API requests.

Updating a stored credential

Credentials are masked once saved. A stored value displays as •••••••••• and cannot be typed over directly.

  1. Click the Edit icon ✏️ in the header.
  2. Find the credential you want to change.
  3. Click Update Setting 🔒 beside it. The field clears and becomes editable.
  4. Enter the new value in full.
  5. Click Submit.

❕Note: Update Setting clears the field rather than revealing the stored value. Enter the complete new credential, not just the part that changed.

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Sync Billing Customers