# Preferences

The switches that decide which modules Finance offers at all, and the workspace defaults applied across documents, emails and PDFs.

Preferences is the widest-reaching screen in Finance settings. Its first tab decides which modules exist for everybody; its second holds the defaults documents, emails and PDFs are built from.

Go to **Settings > Finance > Preferences**. Two tabs: **Modules** and **Defaults**.

## Modules

![The Modules tab of Preferences, headed Modules above the line Select the modules to enable. Disabled modules are hidden from the Finance app sidebar. An ENABLED MODULES section groups toggles under INVENTORY (Inventory Adjustments), SALES (Quotes, Sales Orders, Credit Notes, Recurring Invoices, Advance Invoices), PURCHASES (Expenses, Recurring Expenses, Purchase Orders, Recurring Bills, Vendor Credits) and FILING & COMPLIANCE (Tax Filing, Tax Payments). Every toggle is turned on. A Cancel and Save bar sits at the foot.](https://www.sorviai.com/help/settings/preferences-modules.png)

*Every switch here removes a sidebar entry, a settings tab and a template category at once.*

**Enabled Modules** is a switch per module, grouped under **Inventory**, **Sales**, **Purchases** and **Filing & Compliance**. Turning one off hides it from the Finance sidebar.

> **Warning:**
>
> **Switching a module off hides its settings with it**
>
> A settings tab that configures a switched-off module is removed, and a settings screen whose every tab has gone is removed too. If a tab you were using has disappeared, this screen is the first place to look.

Turning a module off hides it; it does not delete anything. Records already raised stay in the database and come back when the module is turned on again.

### Inventory in Finance

**Enable Inventory modules in Finance** is one switch in front of a group of them: packages, shipments, picklists, stock transfers, returns and purchase receives. Expand **Enabled Modules** beneath it to see exactly which screens it brings in, named as the sidebar names them.

> **Note:**
>
> **It also decides whether Finance is offered carrier credentials**
>
> With inventory modules off, Finance has nothing to ship, so the **Shipping** tab under Integrations goes as well.

### PriceMesh

Where your organisation has PriceMesh, a **PriceMesh** section appears on this tab with one switch, **Show Stock Price List in Vendor Details**. Turning it on adds a **Stock Prices** tab to vendor detail pages. Organisations without PriceMesh do not see the section.

## Defaults

*The Defaults tab of Preferences*

> **Note:**
>
> **The address format is a PDF concern only**
>
> It changes how your address is laid out on a printed document. The address itself is on the organisation profile, and nothing on screen reads this setting.

> **Tip:**
>
> **Turn off what you do not use, early**
>
> Every module left on is a sidebar entry, a settings tab and a template category that somebody has to scroll past. Deciding this at setup is the cheapest tidying you will ever do in Finance.