Settings

Settings exposes the global configuration for the Savings module - default products, dormancy thresholds, minimum balances, interest-posting frequency, numbering sequences and channel toggles such as M-Pesa. These settings govern how the whole savings book behaves and should be reviewed during implementation.

Workflow

Open Savings > Configuration > Settings.
Review dormancy, minimum-balance and interest-posting defaults.
Configure account-numbering sequences and channel options.
Enable or disable mobile-money and OTP features as required.
Save; the settings apply across the savings module.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Custom Report Footer `report_footer`	Rich text	—	Footer text displayed at the bottom of all reports.
Multi-Currencies `group_multi_currency`	Yes/No	—	Allows to work in a multi currency environment
Company Country Code `company_country_code`	Text	—	The ISO country code in two chars. You can use this field for quick search.
Google Map API Key `geoloc_provider_googlemap_key`	Text	—	Visit https://developers.google.com/maps/documentation/geocoding/get-api-key for more information.
Minimum score `recaptcha_min_score`	Decimal	—	By default, should be one of 0.1, 0.3, 0.7, 0.9. 1.0 is very likely a good interaction, 0.0 is very likely a bot
Token Map Box `map_box_token`	Text	—	Necessary for some functionalities in the map view
Alias Domain `alias_domain_id`	Link → mail.alias.domain	—	If you have setup a catch-all email domain redirected to the BridgeERP server, enter the domain name here.
Restrict Template Rendering `restrict_template_rendering`	Yes/No	—	Users will still be able to render templates. However only Mail Template Editors will be able to create new dynamic templates or modify existing ones.
Use Twilio ICE servers `use_twilio_rtc_servers`	Yes/No	—	If you want to use twilio as TURN/STUN server provider
SFU Server key `sfu_server_key`	Text	—	Base64 encoded key
Tenor API key `tenor_api_key`	Text	—	Add a Tenor GIF API key to enable GIFs support. https://developers.google.com/tenor/guides/quickstart#setup
Tenor content filter `tenor_content_filter`	Choice: High, Medium, Low, Off	—	https://developers.google.com/tenor/guides/content-filtering
Tenor Gif Limit `tenor_gif_limit`	Number	—	Fetch up to the specified number of GIF.
Message Translation API Key `google_translate_api_key`	Text	—	A valid Google API key is required to enable message translation. https://cloud.google.com/translate/docs/setup
Company `company_id`	Link → res.company	Yes	Company
Web App Name `web_app_name`	Text	—	Web App Name
Is Root Company `is_root_company`	Yes/No	—	Is Root Company
Default Access Rights `user_default_rights`	Yes/No	—	Default Access Rights
Allow users to import data from CSV/XLS/XLSX/ODS files `module_base_import`	Yes/No	—	Allow users to import data from CSV/XLS/XLSX/ODS files
Allow the users to synchronize their calendar with Google Calendar `module_google_calendar`	Yes/No	—	Allow the users to synchronize their calendar with Google Calendar
Allow the users to synchronize their calendar with Outlook Calendar `module_microsoft_calendar`	Yes/No	—	Allow the users to synchronize their calendar with Outlook Calendar
Allow integration with the mail plugins `module_mail_plugin`	Yes/No	—	Allow integration with the mail plugins
Use external authentication providers (OAuth) `module_auth_oauth`	Yes/No	—	Use external authentication providers (OAuth)
LDAP Authentication `module_auth_ldap`	Yes/No	—	LDAP Authentication
Manage Inter Company `module_account_inter_company_rules`	Yes/No	—	Manage Inter Company
VoIP `module_voip`	Yes/No	—	VoIP
Unsplash Image Library `module_web_unsplash`	Yes/No	—	Unsplash Image Library
SMS `module_sms`	Yes/No	—	SMS
Partner Autocomplete `module_partner_autocomplete`	Yes/No	—	Partner Autocomplete
GeoLocalize `module_base_geolocalize`	Yes/No	—	GeoLocalize
reCAPTCHA `module_google_recaptcha`	Yes/No	—	reCAPTCHA
Cloudflare Turnstile `module_website_cf_turnstile`	Yes/No	—	Cloudflare Turnstile
Document Template `external_report_layout_id`	Link → ir.ui.view	—	Document Template
Show Effect `show_effect`	Yes/No	—	Show Effect
Number of Companies `company_count`	Number	—	Number of Companies
Number of Active Users `active_user_count`	Number	—	Number of Active Users
Number of Languages `language_count`	Number	—	Number of Languages
Company Name `company_name`	Text	—	Company Name
Company Informations `company_informations`	Long text	—	Company Informations
Profiling enabled until `profiling_enabled_until`	Date & time	—	Profiling enabled until
Get product pictures using barcode `module_product_images`	Yes/No	—	Get product pictures using barcode
API `geoloc_provider_id`	Link → base.geo_provider	—	API
Technical Name `geoloc_provider_techname`	Text	—	Technical Name
Site Key `recaptcha_public_key`	Text	—	Site Key
Secret Key `recaptcha_private_key`	Text	—	Secret Key

Actions & buttons

Buttons available on this screen and what they do:

Manage Users
Add Languages
Update Info
Manage Companies
Configure Document Layout
Review All Templates
Incoming Email Servers
Outgoing Email Servers
Configure Digest Emails
Activity Types
ICE Servers
View My Services
Default Access Rights
Manage API Keys

Notes & rules

Configuration on res.config.settings scoped to Savings.
Controls dormancy, minimum balance, interest frequency and channels.
Set during implementation and reviewed when policy changes.

Technical model: res.config.settings · Record: Config Settings