Configure Advanced Settings in ecount Company Setup – Branch, Security, Stock & Tax Options

This article explains the options available on the Advanced tab of the Company Setup in ecount, and shows how to enable or configure features such as branch‑wise accounts, two‑step verification, e‑commerce integration, stock management, TDS/TCS, and more.

📋 Overview

The Advanced tab contains a long list of toggleable settings that affect how ecount handles branches, security, inventory, finance, and optional modules. Each setting can be turned on/off or given a default value to match your business processes.

⚙️ Settings / configuration

• Branch Wise Separate Account – creates a distinct ledger for each branch.
• Branch Wise Separate Product – treats each branch as an independent company for product master.
• Branch Wise User Fields Separate – allows custom user fields per branch.
• Enable Merge Branch – combines data from multiple branches into a single view.
• Default Merge Branch Requirement – sets the default branch when merging.
• Centralize Voucher Numbers in Sales/Purchase Bill/Return – shares voucher numbering across branches.
• Two Step Verification Required – forces OTP/second factor login for added security.
• E‑Commerce Setup Required – activates the e‑commerce connector.
• Enable Merge Year Wise – merges data across fiscal years.
• Bill Submission Required – mandates bill approval before posting.
• Multi‑window Enabled – allows simultaneous windows for faster data entry.
• Inactive Logout Time – automatically logs out idle users (default 60 minutes).
• Depreciation Day/Month – defines the fiscal date for depreciation (e.g., 30‑09).
• Batch Expiry Days – sets default expiry for batch‑managed items.
• Freeze / Unfreeze Password – locks user passwords until admin reset.
• Advanced Paid Features – controls login based on system/machine key.
• Dual Credit Limit – enables separate credit limits for purchase and sales.
• DSO Days Required – specifies days sales outstanding calculation.
• Account Filter on User Required – restricts account view per user.
• JobWork In/Out Required – activates job‑work tracking.
• Auto E‑WAY Bill Extend Required – automatically extends E‑WAY bills.
• CRM Module Enable – turns on the CRM features.
• HR Module Enable – activates human‑resources functionality.
• Multi‑Currency Module Enable – supports transactions in multiple currencies.
• Branch Stock Module Enable – enables stock tracking per branch.
• Stock Setup – Location Wise, Sub‑Location Wise, Current Location Wise – defines stock hierarchy.
• Stock Effect On Challan – determines stock impact when a challan is issued.
• Serial No Wise Stock Required – tracks stock by serial number.
• Batch Wise Stock Required – tracks stock by batch.
• Negative Batch Wise Stock Required – allows negative balances for batch items.
• Mfg. Date Required – forces manufacturing date entry.
• Exp. Date Required – forces expiry date entry.
• Live Stock Required – keeps live stock balance visible on the balance sheet.
• Stock In Hand Method – FIFO is the default method.
• Entry Option Group Wise Formula Required – calculates fields based on group formulas.
• Group Wise Filter Required – filters data by user group.
• Default Quantity Name – sets the label for primary quantity (e.g., Quantity).
• Second Quantity Required – enables a secondary quantity field (e.g., Qty2).
• Barcode Required – makes barcode entry mandatory.
• Item Exact Search Required – forces exact match search for items.
• Save Tax Type Party Wise – saves tax type per party.
• Multi TDS Required – enables TDS handling for multiple parties.
• TDS Required – activates Tax Deducted at Source.
• TDS Round Off – options include None, Up, Down.
• TCS Required – activates Tax Collected at Source.
• Intrest Cal. On – defines interest calculation base.

💡 Tips

💡 Tip: Turn on Two Step Verification and set a short Inactive Logout Time to improve security without disrupting workflow.

💡 Tip: Use Branch Wise Separate Product only when each branch truly maintains its own product catalog; otherwise, keep it disabled to avoid duplicate data.

⚠️ Note: Enabling Centralize Voucher Numbers will prevent duplicate voucher numbers across branches but may require re‑numbering existing vouchers.

✅ Summary

• Identify which branch‑wise, security, and inventory options you need.
• Toggle each setting in the Advanced tab and save.
• Test critical features (e.g., voucher numbering, stock impact) in a sandbox before going live.
• Review security settings such as Two Step Verification and Inactive Logout Time.
• Enable tax modules (TDS/TCS) only if applicable to your compliance requirements.