Configure general Accounting settings
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Follow this guide to set the financial-year, accounting basis, book-closing and automatic-conversion defaults used throughout the module.
What you’ll accomplish
Set the financial-year, accounting basis, book-closing and automatic-conversion defaults used throughout the module. It forms part of Pixie CRM Enterprise CRM's Accounting & Bookkeeping module and uses the module's permission-aware controller, status and mapping flow rather than a generic spreadsheet process.
How it works
The module stores general Accounting options and uses them across conversion, budgets, registers and reports. Some switches have dedicated update actions, including automatic-conversion settings.
Because existing transactions may have been posted under earlier settings, a settings change does not automatically mean historical entries should be rebuilt. Review the effect with an accountant.
If a selected account is later deactivated, conversion or reports can behave unexpectedly; keep the structural account list maintained.
Follow these steps
- Go to Accounting → Settings and select General.
- Check each existing value before editing it.
- Set the financial-year start and accounting method.
- Configure close-books controls and account-number display.
- Check every default account; create missing accounts before selecting them.
- Leave automatic conversion disabled until mappings are tested.
- Save, refresh the page and verify the values persisted.
Settings to check
Check it worked
After the action is saved, Pixie CRM keeps the Accounting record connected to its source and updates the visible status or ledger data supported by this workflow. Review the saved result rather than relying only on a success message. Where the action posts accounting data, total debits and credits must balance and the accounts must match the approved mapping or manual selection.
- Open the saved record and confirm its final status.
- Review the source reference and every debit and credit line where ledger data was created.
- Use the relevant register, ageing, reconciliation or report to verify the wider effect.
Common mistakes to avoid
- Changing basis or financial-year settings can alter report interpretation.
- Do not move the close-books date backwards without approval.
- Avoid generic suspense accounts as permanent defaults.
- Test automatic conversion in a non-critical period.
- Use the least destructive correction available and record the reason for material changes.
- Do not bypass a permission, approval or closed-period control by changing unrelated data.