Configure General Settings in ecount Branch Setup – Product/Account Code, Defaults, and GST Rules

This article explains how to configure the General Tab in Branch Setup, including entry requirements, default accounts, and GST rule settings.

📋 Overview

The General Tab contains the core defaults and validation options that apply to all transactions for a branch. Menu : Setup => Branch Setup

⚙️ Settings / configuration

1. Round Off Amount In Entry – Automatically round the calculated amount (e.g., Rate × Quantity) according to the branch’s rounding rule.
2. Allow Negative Cash Entry – Permit cash entries that result in a negative cash balance.
3. Entry With Product Code – When enabled, the system requires a product code for every transaction entry.
4. Entry With Account Code – When enabled, an account code must be supplied for each entry.
5. Group Selection Required In Invoice – Forces selection of a product group on the invoice screen.
6. Category Selection Required In Invoice – Forces selection of a product category on the invoice screen.
7. Contact Required In Invoice – Requires a contact (customer/supplier) to be chosen before saving the invoice.
8. Card/Cash/Debit Required In Invoice – Requires the payment method to be specified.
9. Location Required – Makes the location field mandatory for transactions.
10. GST Rule Check Mode – Choose None, Warning, or Strict to control GST validation.
11. Default Account – Sets the default ledger account used when none is specified.
12. Default Self Account – Default account for self‑transactions.
13. Default Cash Account – Cash‑on‑hand account (e.g., CASH ON HAND).
14. Default Bank Account – Primary bank account for the branch.
15. Default Stock In Hand Account – Account that tracks inventory on hand.
16. Default Ware Housing Account – Account for warehousing expenses.
17. Default Profit & Loss Account – Profit & loss ledger (PROFIT & LOSS A/C).
18. Default Online Bank A/c – Online bank account (e.g., ICICI BANK).
19. Default Provisional Account – GST provisional account (GST PROVISIONAL A/C).
20. Default Salary Account – Account used for payroll postings.

💡 Tip: Use Strict GST Rule Check Mode to block invoices that do not comply with GST regulations.

💡 Tip: Setting default cash, bank, and inventory accounts reduces manual selection and speeds data entry.

✅ Summary

• Enable required fields such as product code, account code, group, and category in the General Tab.
• Select the appropriate GST Rule Check Mode (None, Warning, or Strict) based on compliance needs.
• Define default accounts for cash, bank, inventory, profit & loss, and other frequent transaction types.