Settings & Configuration

Configure Waqti for your organization.

Company Settings

General Information

Navigate to Settings → Company:

Setting	Description
Company Name (EN)	English name for documents
Company Name (AR)	Arabic name (الاسم بالعربية)
Logo	Company logo (PNG/SVG)
Address	Business address
Phone	Main contact number
Email	Official email
Website	Company website

Legal Information

Setting	Description
VAT Number	Saudi VAT registration
CR Number	Commercial Registration
Unified Number	700 number
Municipality License	If applicable

Regional Settings

Setting	Default	Options
Timezone	Asia/Riyadh	Any timezone
Date Format	DD/MM/YYYY	Various formats
Number Format	1,234.56	Regional formats
Currency	SAR	Multi-currency available
Language	Arabic	Arabic, English

Procurement Settings

General Procurement

Settings → Procurement → General

Setting	Description
PO Number Format	e.g., PO-YYYY-####
Auto-numbering	Enable/disable
Require Budget	POs must have budget
Default Terms	Standard payment terms
Attachment Required	Require attachments

Purchase Orders

Setting	Description
Allow Draft Save	Save incomplete POs
Require Vendor	Must select vendor
Min Line Items	Minimum items per PO
Max Line Items	Maximum items per PO
Allow Amendments	Enable PO amendments

Three-Way Matching

Setting	Default	Description
Enabled	Yes	Enable/disable matching
Price Tolerance	2%	Allowed price variance
Quantity Tolerance	0%	Allowed qty variance
Auto-Approve Match	No	Auto-approve perfect matches

Budget Settings

Settings → Budgets

Setting	Description
Fiscal Year Start	Month fiscal year begins
Budget Required	POs require budget
Block on Exceed	Block POs exceeding budget
Alert Thresholds	50%, 75%, 90%, 100%
Carry Forward	Allow unused budget carry

Alert Configuration

Threshold	Default Recipients
50%	Budget owner
75%	Budget owner, Dept head
90%	Above + Finance manager
100%	Above + CFO

Vendor Settings

Settings → Vendors

Setting	Description
Prequalification	Require vendor approval
Required Documents	Documents needed
Auto-Expire	Expire inactive vendors
Performance Tracking	Enable scorecards

Prequalification Documents

Configure required documents:

• Commercial Registration ✓
• VAT Certificate ✓
• Bank Letter ✓
• Insurance Certificate ○
• Quality Certifications ○

Notification Settings

Settings → Notifications

Email Notifications

Event	Default
PO Created	Creator
PO Pending Approval	Approver
PO Approved	Creator, Finance
PO Rejected	Creator
Budget Alert	Budget owner
Invoice Due	Finance team

In-App Notifications

All events trigger in-app notifications by default.

Digest Options

Option	Description
Immediate	Send instantly
Hourly	Batch hourly
Daily	Daily digest at 8 AM
Weekly	Weekly summary

Security Settings

Settings → Security

Authentication

Setting	Options
Password Policy	Length, complexity
Session Timeout	15-120 minutes
Max Sessions	1-5 concurrent
Remember Me	Enable/disable
2FA Requirement	Optional, Admin, All

Password Policy

Default requirements:

• Minimum 8 characters
• At least 1 uppercase letter
• At least 1 number
• At least 1 special character
• Cannot reuse last 5 passwords

Two-Factor Authentication

Options:

• App-based: Google Authenticator, Authy
• SMS: Text message codes
• Email: Email verification codes

IP Restrictions

Restrict access by IP:

1. Settings → Security → IP Whitelist
2. Add allowed IPs/ranges
3. Enable restriction
4. Test before enforcing

Integration Settings

Settings → Integrations

Available Integrations

Integration	Plan
Odoo ERP	Professional+
QuickBooks	Professional+
LDAP/SSO	Enterprise
Payment Gateway	All plans
Webhooks	Enterprise

Configuring Integrations

1. Select integration
2. Enter credentials/API keys
3. Configure sync settings
4. Test connection
5. Enable

→ Integration Guide

Email Settings

Settings → Email

SMTP Configuration

For custom email sending:

Setting	Description
SMTP Host	Mail server address
Port	587 (TLS) or 465 (SSL)
Username	SMTP username
Password	SMTP password
From Address	Sender email
From Name	Sender display name

Email Templates

Customize email templates:

1. Settings → Email → Templates
2. Select template
3. Edit content (Arabic/English)
4. Preview and save

Available merge fields:

Localization

Settings → Localization

Language Settings

Setting	Description
Default Language	System default
Available Languages	Arabic, English
RTL Support	Automatic for Arabic
Date Localization	Regional date formats

Currency

Setting	Description
Primary Currency	SAR
Multi-Currency	Enable other currencies
Exchange Rates	Manual or auto-update
Display Format	Symbol position, decimals

Billing Settings

Settings → Billing

Current Plan

View:

• Plan name and features
• Billing cycle
• Next billing date
• Payment method

Upgrade/Downgrade

1. Click Change Plan
2. Select new plan
3. Review changes
4. Confirm

Payment Methods

Add/update payment:

• Credit/Debit card
• Bank transfer (Enterprise)

Invoices

Download previous invoices:

1. Billing → Invoices
2. Click invoice to download PDF

API Settings

Settings → API (Enterprise)

API Keys

Generate keys for integrations:

1. Click Generate New Key
2. Name the key (e.g., "ERP Integration")
3. Set permissions
4. Copy key (shown once)

Rate Limits

Plan	Requests/Minute	Daily Limit
Professional	60	1,000
Enterprise	300	10,000
Ultimate	Unlimited	Unlimited

Audit Log

Settings → Audit Log

View all system changes:

Event Type	Logged
User Changes	✓
Permission Changes	✓
Setting Changes	✓
Login Activity	✓
Data Exports	✓

Filtering Logs

Filter by:

• Date range
• User
• Event type
• Module

Exporting Logs

1. Apply filters
2. Click Export
3. Download CSV/Excel

Best Practices

Start with Defaults

Begin with default settings. Customize as you understand your needs.

Test in Staging

Test setting changes in staging before production.

Document Changes

Record why settings were changed for future reference.

Regular Review

Quarterly review of:

• Security settings
• User permissions
• Integration health

Related Topics

• User Management
• Workflows
• Security
• Integrations