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Set general preferences

Choose the business defaults used across lists, numbers, dates, and distance.

Open in Invoice Aura

What to do

  1. 1

    Open General Preferences

    Review language, currency, locale, timezone, and fiscal-year settings.

  2. 2

    Set formats

    Choose number precision, date and time formats, currency display, and distance unit.

  3. 3

    Set list defaults

    Choose initial Invoice, Bill, and Estimate status tabs.

  4. 4

    Save changes

    New sessions and documents use these defaults.

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