Where to find them
Open Settings, then Defaults. Changes apply from the moment you save.
What each setting does
| Setting | What it does |
|---|---|
| Date format and number format | How dates and numbers are written in the app, reports and client documents. |
| Identity checks valid for (months) | How long an approved KYC check lasts before clients are asked to renew. The default is 24 months. |
| Payment grace period (days) | Extra days after an order's payment deadline before an unpaid order expires and releases its fractions. The default is 3. |
| Client statements | Quarterly, annually or off. Statements are generated after each period ends. |
| Publish statements automatically | On: clients see a statement and get an email as soon as it is generated. Off: statements wait for your review. |
| Show net asset value after debt | Subtracts a property's debt from its valuation in reports and the portal. See Financials, yields and NAV. |
| Settle listings automatically | The default for new listings: settle an order as soon as it is fully paid. |
| Show expected returns in the portal | Expected returns appear with the projection disclaimer. |
| Let clients express interest | The default for new markets: clients can register interest before a listing opens. |
| Track email opens | Reports whether clients opened notices and statements. Off by default. |
| Secondary market | Lets clients offer fractions to each other in the portal. Every transfer needs your approval. See Secondary transfers. |
Settings that affect existing records
Most defaults only apply to new markets and new listings. Existing listings keep the choices they were created with, and existing orders keep their deadlines.