Global Settings

Settings are the master controls of Latner. They define defaults, behaviours, and restrictions that apply across the entire system, not just within a single module. These settings ensure consistency in how data is handled, how documents are generated, and how business rules are enforced.

Global Settings include things like:

• Rental Defaults – e.g., global rental rates, damage waiver percentages, environmental levies, default charge days/hours.

• System Behaviours – e.g., whether to use branch opening/closing times, enforce meter readings, or auto‑convert approved quotes.

• Numbering & Formatting – e.g., rental contract number formats, invoice numbering, equipment prefixes.

• Billing & Invoicing Rules – e.g., default invoice stages, grace periods, payment terms, credit note approvals.

• Inspections & Compliance – e.g., mandatory checklists, failed inspection approvals, sanitation schedules.

• Communication & Templates – e.g., PDF templates, email subjects/bodies, default signatures.

• Integration & Automation – e.g., API keys, SendGrid email settings, payment gateway integrations.

Best Practices

• Review Global Settings during initial setup to align Latner with your business rules.

• Avoid frequent changes, as they can impact multiple modules and users.

• Document any changes for compliance and audit purposes.

• Consult with Latner Support before making major adjustments, especially those affecting billing, numbering, or integrations.