Overview

This Guides defines each sub-setting within the General category within the firm settings. This category includes system-wide configuration settings, such as branches, custom fields, sequence numbering, templates, and AI enablement.

These settings support firm structure, data consistency, and system-wide configuration control.

General Settings Included

• Branches
• Custom fields
• Enable Eve (AI Assistant)
• Firm Sequence numbers
• Text Templates
• Titles 

Branches

Branches are used to support firms with multiple offices or entities. 

Purpose

• Segment matter ownership
• Support financial reporting separation
• Enable multi-office performance tracking

Learn more on Setting Up Branches   

Custom fields  

Custom fields allow firms to capture additional information beyond standard system fields.

Where they apply

• Clients
• Matters
• Invoices

What they do

• Store firm-specific data
• Extend baseline system fields
• Support custom reporting requirements

Learn more on Custom Fields

Enable Eve (AI Assistant)

Eve is an AI-powered reporting assistant used for financial and system queries.

Key Behaviour

• Answers financial reporting questions
• Respects system permission controls
• Only returns data the user is authorised to view

Learn more on Eve (AI Assistant)

Firm Sequence Numbers 

Firm sequence numbers define system-generated numbering formats.

This setting is configured during onboarding and should only be changed after consultation with your Accountant.

Purpose

• Controls numbering structures across the system
• Ensures consistency in financial and operational records

Learn more on Firm Sequence Numbers

Text Templates 

Text Templates are reusable shortcuts that auto-populate predefined text across transactions.

Where they are used

• Client/Trust payments and receipts
• Office Payments
• Office Receipts
• Purchases
• Time Entries
• Invoice description lines

Purpose

• Reduce manual typing
• Improve consistency
• Standardise transaction narrations

Learn more on Text Templates

Titles

Titles define the prefix used before a contact’s name.

Examples

• Mr
• Mrs
• Dr
• Miss

Purpose: Standardises how contacts are displayed across the system.

Best Practices

To ensure effective system configuration and consistent firm operations, follow these guidelines:

• Create Branches where your firm operates across multiple offices or entities
• Use Custom Fields carefully to avoid unnecessary system complexity
• Enable Eve AI to support secure and efficient financial reporting queries
• Do not modify Firm Sequence Numbers without Accountant approval
• Use Text Templates to improve consistency and reduce repetitive data entry
• Ensure Titles are used consistently across all contacts for clean data structure

Correct configuration of general settings ensures:

• Accurate and consistent system-wide data
• Improved reporting structure
• Better operational efficiency
• Stronger data integrity across modules
• Enhanced usability of AI and automation features