Company Settings

To access the “Company Settings” Click on the “Company” menu then select the “Settings” Option.

Company Info

This is where you can change and set the main company details.
It is recommended to add the “Bank Account Details” as this will be displayed on quotations, invoices, debit notes etc.

Financial Years

Here you can add and change the Companies financials years.
You can change the “Current Year” if you need to work on previous or future accounting years.

Tax

Here you can add and edit “Tax Systems” and “Tax Types”

Currency Settings

Here you can change the companies base currency and decimal system.
The Multi-currency system might be implemented in a feature release. It is planned but is not high on the list.

Document Numbers

Here you can set up the Number Formats of the specific documents.
For example: You can set the quotation numbers to be Q2022. Then when you create quotes, the quotation numbers will be as follows: Q20221, Q20222, Q20223 etc.

Custom Fields

Available in future releases