Settings
Last updated
Last updated
Exivity allows you to configure a number of system variables easily, such as:
custom logo, branding and color schema
currency and decimal values
date format
fiscal year
custom CSS
To change these and other settings, follow the instructions provided in this document.
To access the Settings menu, navigate to Administration > Settings:
A white label type of configuration is possible, which allows you to add your own branding. To achieve this, follow the White Labeling guide.
To change country-specific formatting or decimal rounding, use the Administration > Settings menu and select the Formatting tab:
The following changes to the formatting can be done:
Change the system-wide Currency settings
Configure comma or dot value for the decimal separator
If you want to configure a thousand separator, you can choose between a comma, dot, and space
Rate precision refers to the number of decimal values shown on reports for the (average) rate value
The Report precision can be changed to limit the number of decimal values shown on non-invoice reports
The Invoice precision can be changed to limit the number of decimal values shown on invoice cost reports
The quantity decimal values can be limited using Quantity precision
To apply a system-wide date format, choose your preferred date format from the Date format drop-down list
To change reporting settings, such as the address lines and logo on your invoice report, use the Administration > Settings menu, and select the Reporting tab:
The following changes to the reporting configuration can be done:
Use the Address lines text field to provide a custom address which will be shown on the textual invoice cost reports.
To change the Logo that will be shown on the right hand side of your invoice cost report, use Plus icon to browse and select your custom logo.
A custom footer text can be added to your invoice report using the text field next to Footer
To change the description for minimum commitments, modify the text next to the Minimum commit line, but make sure to include the {quantity} and {unit} identifiers.
If you have a non-standard fiscal year start, you may change the Reporting start month using the provided drop-down list.
Use the Update button to apply your changes.
Exivity can periodically report anonymous usage statistics and error metrics to improve our product. This is only used for product development purposes, we never collect or use any personal data.
This change this, use the Administration > Settings menu, and select the Reporting tab.
Untick these checkboxes and click the Update button to opt out on usage statistics and error metrics reporting.
Refer to our Terms & Conditions and Privacy Policy to read more about how we process usage statistics and error metrics.
Exivity allows you to send out e-mail messages for certain tasks. This can be used for resetting user account passwords and sending out events such as failing workflows. To enable this functionality it is required to configure an SMTP server. This can be done using the following procedure:
Navigate to: Administration > System > Environment
Ensure to fill in your SMTP server details as shown in the above image
Click the Update button to save your changes
If you now log out and try to login again, you will notice a "Reset Password" link. This can be used by all of your users, as long as a valid e-mail address has been associated to each user account
Make sure that your SMTP server allows relaying using the provided credentials (user/pass) and from the Exivity host's IP address. Consult your mail server administrator for additional information.
config.jsonIn order to access advanced configuration for all users which can't currently be modified through the interface, edit the file config.json in the web/glass subdirectory of the Program directory.
The default contents of this file should look like this:
When logging in, users have the option to change the API domain by clicking the Change domain link:
In order to specify a default for all users, edit the config.json file and add your default domain as the apiHost option:
With every new release, new features are added to our product and some of them are released first into Beta mode.
To enable Beta features:
Go to Administration > Settings > System
Unfold the Development section by clicking the arrow on the right side of the screen.
Tick the Enabled box next to Beta features.
4. Make sure to click Update to apply your changes.
