TamilAccounting

TenderPro Settings

Settings configures TenderPro for how your business runs contracts — which ledger accounts deposits and deductions post to, who may change what, and which roles hear about requests from the field. It is the first screen to visit on a new installation.

Where to find it

Go to TenderPro > Settings.

Ledger accounts

Setting	What it controls
EMD SD Payable	Where earnest money and security deposits are held while the client has them.
EMD/SD Refunded Interest GL	Where interest paid on a released deposit is recorded.
Bill Deduction Category	The categories a client's deduction can be classified under.

Permissions and behaviour

Setting	Effect
Allow LOA Edit	Whether an award can be changed after it is recorded. Safer off once billing has started.
Change Any Project Status	Whether users can move a project to any status, or only forward through the sequence.
Allow Negative Stock Material movements	Whether material can be sent to site when the store shows insufficient stock.
EMD Setup	The default behaviour for earnest money on new projects.

Leave Allow Negative Stock off. Contract sites will always ask for material faster than the store can receive it, and allowing the transfer anyway means the stock figure stops meaning anything within a month.

Notification roles

Setting	Who it notifies
Expense (reimbursement) alerts → role	The role that approves site expense claims.
Material Indent / Return alerts → role	The role that handles material requests.
Portal Notification Roles	Who hears about requisitions raised from the field.
All users (broadcast)	Sends to everyone rather than a role.
Days / Any Time	When alerts are allowed to go out.

Reference data

The rest of the setup is in its own screens: Regions, Circles, Districts, Vehicle Details, Activity Types, Hindrance Reasons and Expenses.

EMD/SD — where the payable account is used
Bill Deduction — where categories are used
Import — loading expenses and vouchers in bulk

Previous Expenses Next Regions