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01. Financial Defaults

Step 1 is to configure your Financial Defaults. Click on the relevant button and the following window will be displayed.


Bank Account Details

Enter the details of the bank account you wish your customers (debtors) to make payment to. ( You can now enter more than one Bank account)


You can enter more than one Bank Account by simply clicking on the Bank Accounts Button. This will open up the window for you to add another Bank Account. Simply click on Insert.


Enter the Description of the Bank Account (Name);

Bank Name Like FNB, ABSA;

Branch Name;

Bank Account Number & Code

*Any Bank Account listed can then be added to a specific Debtor Categories if you have already set those up.


Accounting Exports


Veculim to Pastel

Please Note: Options available may vary according to the level of Veculim you have.

In this section, you have the ability to enable whether you would require a Pastel export file to be created.

It is very important to choose the correct Version for Pastel in the Accounting Package field.
If you use Debtor Categories and/or Debtor Statement Types in Pastel, you can also Setup your Debtor Categories (or Debtor Statement Types) here that correspond with those you use in Pastel.


Debtor Statement Reference Option

You can choose to use the Claim/Order No as the reference on the Debtor Statements or Job Details.1


Veculim to SageOne

Please Note: Options available may vary according to the level of Veculim you have.
It is important to get your sage one user login and password correct. If it is incorrect, then SageOne locks you out of automatic integration platform for 24 hours.

The SageOne integrates using your company ID that SageOne automatically generates when you registered with SageOne. Veculim will get the Company ID and store it for any exports it does with SageOne.

Set an Invoice and Credit Note prefix. If you want to generate invoices and credit notes in SageOne outside of Veculim, then set these to a different prefix from what you are currently using in SageOne, and SageOne will maintain it's own Invoice and Credit note number sequence for Veculim.

You can now Import


General Ledger Accounts

In order to export data from Veculim to Pastel, all the General Ledger codes listed in this section need to be set up correctly. Specify each GL account code as displayed in Pastel, or simply export a list from Pastel and import into Veculim.


System Status Flags (System Defaults)

There are multiple system flags that are set when the relevant Reports are printed or exported. With the initial setup, you will not be required to configure anything in this section of this window.

Period to display records as current
Records that have not been accessed or finalized before the amount of months indicated, will be set as dormant. This means that they will not be seen by default in the browsers, but can be viewed if needed.
Purchase Control Register

Set the number of new PCR (Purchase Control Registers) you would like to generate at one time.


Petty Cash

Here you can set the Petty Cash Balances. You can choose to lookup the sheet you want to start on and this will bring forth the Balances as shown on that Sheet.



Indicate whether the VAT cycle is even or odd or montly.


Start Dates

- Option to enter a Company Start Date
-Option to enter a Dataset Start date

Once the Financial Defaults have been configured, check the box on the right of the Financial Defaults button in the Setup Checklist window and move on to the next step.

Next Recommended Step:   02. Quote/Job Defaults

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