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Manager Control & System Tuning

The Manager Control module is reserved for high-level administrators and business owners to fine-tune the core behavior of the ebosAi Hub. It ensures that the system aligns with your specific operational and accounting policies.

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⚙️ Advanced Configuration

1. Numbering System

ebosAi Hub uses a sophisticated auto-sequencing engine. Admins can: - Customize Prefixes: Set codes like INV-, SO-, or PO- for different transaction types. - Set Next Number: Manually define the starting point for your numbering (e.g., start Invoices from 5001). - Padding: Control the number of leading zeros (e.g., INV-000501).

2. Accounting Defaults

Ensure automated bookkeeping is accurate by mapping default accounts: - Receivables/Payables: Define the primary accounts for customer and vendor balances. - Stock Valuation: Set the default Asset account for incoming inventory. - Transit Accounts: Map dedicated ledger accounts for POS Cash and Card settlements.

3. Workflow & Approval Settings

Global toggles for operational control: - Approval Thresholds: Set the default minimum amounts for manager intervention across the platform. - Multi-Level Approvals: Enable or disable sequential sign-offs for high-risk modules.

4. Go-Live Date & System State

The Go-Live Date is a critical milestone in your platform implementation: - Testing Phase: Setting a future Go-Live date enables the "Auto Fill" and "Reset Data" tools in the Data Import section. - Production State: Once the current date reaches or passes the Go-Live date, the system automatically transitions into a protected "Live Mode." - Permanent Lock: Testing tools are permanently disabled after the Go-Live date. You cannot move the Go-Live date backward once it has passed.

✅ Security & Safety

  • Restriction: Access to this module should be limited to the "Company Admin" or "Business Owner" only.
  • Audit Logging: Every change to a sequence or default account is recorded in the Audit Trail for accountability.
  • Safe Overrides: The system validates new "Next Number" entries to prevent duplicate references and potential database conflicts.

Operational Tip: Review your Numbering System at the start of each fiscal year if you prefer to reset or update your document prefixes.

Caution: Settings in Manager Control affect the entire hub. Modifications should only be made under the guidance of your implementation consultant.