Settings
Choose which modules apply to this client and whether they self-serve.
The currency the ledger, trial balance and financial statements are kept in. Set this before posting the first entry.
Show the Payroll module for this client. Turn on when the client employs staff and pays them through the system.
Show the Stock module for this client. Turn on for retail, distribution or manufacturing clients that track inventory.
Show the Projects module for this client. Turn on for construction, development or project-based clients that track WIP per job.
Default these screens to the guided, plain-language face so the client can enter their own invoices, bills, payroll and stock. The firm can still switch to rapid entry.
Design how invoices, credit notes, quotations and statements look — colours, your logo, columns and footer text.
Choose which columns appear on ledger and transaction reports, and the order they show in.
Onboard a mid-year client from other software — chart, opening trial balance, open invoices and contacts from Excel/CSV.
Turning a module off only hides it from the menu; any data already recorded is kept. Turn it back on at any time.