Settings

The app's global controls — anything you change here affects "all users" (each person's personal settings are in My Profile).

Sections

Notes

• After changing sensitive settings (calendar/language), refresh the pages to see the full effect.

Cross-trade pricing (no reference currency)

When neither side of a trade is the reference currency (e.g. EUR against TRY), the reference rates must come from the board. Three modes are available:

• Anchor at the sold currency's board sell rate (default): the whole spread is attributed to the sold side.
• Anchor at the sold currency's board mid: the other side derives from the deal itself; no separate dealer profit.
• Each side at its own board mid: the value difference of the two sides is booked immediately as "dealer profit", while market-movement profit stays in the currency position — separating trading skill from market movement. Because it depends on live board rates of both sides, it can only be enabled when the Nexto API key (live rates) is configured.

If one side has no board rate, the side that has one automatically becomes the anchor so registration never blocks. Keeping board rates fresh (automatic API updates) matters for the accuracy of all modes.

Operational policies

Optional guards on recording documents — corrections are always exempt so that reversal remains possible:

• Treasury balance control: a transfer that would push a cash desk/bank/wallet negative is rejected.
• Mandatory descriptions: two separate toggles for trades and transfers — when on, booking without a description is rejected (off by default).
• Duplicate entry prevention: a transfer with the same two parties and the same amount on the same day is rejected; if you really do have two similar payments, make the amount or the description slightly different.
• Duplicate tracking code (on by default): a tracking code may be live on only one document.
• Cheque due-date alert: cheques due within the next N days appear on the dashboard.

Fine-grained inbox settings (group reader, OCR, variants, …) moved to the dedicated «Inbox settings» page; here only the on/off switch and a link remain.

Nexto support access

When you report a problem that needs to be seen first-hand, enable “support access” here and choose its duration yourself (default 1 hour; up to 72). The Nexto team gets a temporary login to see the problem and, if needed, fix it in coordination with you — our rule is that we change nothing until we have coordinated it with you. It cannot see profit/loss or payroll, and every action is written to your activity log. Revoke it at any moment with “Revoke access”; it also expires automatically, and to review further you enable it again. The login link goes directly to the Nexto team and is never shown in the app.

By default the access is read-only and without P&L; if the question is about profit or data must be fixed in coordination with you, tick “See P&L” and/or “Allow create/edit” when enabling (or extending) — payroll always stays closed.

Nexto cloud services

IBAN and identity inquiries, Tron energy rental and receipt OCR are optional and paid from your Nexto panel balance. If you don't want them, turn off “Enable Nexto cloud services”: the “Nexto services” menu, the auto-inquiry tick and IBAN lookup in commitment, deposit-request and Sayad cheque forms, the energy card in crypto transactions and automatic inbox OCR are all removed, and their direct links no longer open. The WhatsApp inbox and the assistant have their own switches.