SettingsFinance & locale defaults

Finance & locale defaults

Finance & locale defaults are the workspace-wide financial and regional settings — currency, VAT, fiscal year, timezone, and language — that flow into your documents, reports, and outbound emails.

Where to find it

Go to Settings → Finance.

Fields

  • Default currency — an ISO-4217 dropdown, for example “SAR — Saudi Riyal”.
  • VAT rate — a value from 0 to 100 with up to 2 decimals; leave it blank to clear.
  • Fiscal year start — the month your financial year begins.
  • Timezone — selected from the IANA timezone list.
  • Default language — Arabic (ar-SA) or English.

What these affect platform-wide

SettingWhere it flows
CurrencyThe currency and symbol shown on every financial surface
Language / timezone / date formatBackground jobs that send invoice-send, payment-received, registration-confirmation, and trial emails
Fiscal year startThe fiscal-year boundary used in finance reporting

All values are validated server-side, and every change is recorded in the audit log.

Globalization and multi-country

Novex is a global product. These defaults replace older Saudi-hardcoded values, so your workspace runs in the currency, language, and timezone you choose.

  • Tax-ID handling is country-aware rather than assuming a single national format. See Localization.
  • ZATCA e-invoicing is gated per tenant — only Saudi tenants who explicitly enable it. See ZATCA e-invoicing.

Document reference-number formats are not configured here — they live on their own page. See Document numbering.

Permissions

ActionPermission
View finance & locale defaultssettings.read
Save finance & locale defaultssettings.write

Next