Settings
How this business is set up — and, beside each, how it stands right now.
Your business
Legal name, GST registration, registered address and financial year — what every document prints as the supplier.
GSTIN, PAN and TAN together — the numbers your bills, TDS returns and Form 16 are filed under.
Your logo and the short name shown on the sign-in page, in the navigation and on the browser tab.
Your stationery or logo artwork, where a document may print on it, and a preview of a page on it.
The business’s own mailbox. Invoices, statements, reminders and invitations are sent from it.
Opening balances
Your CA’s trial balance as at the day before your books start here — ledgers, and debtors and creditors bill by bill.
Not on your plan. See plans
Financial year and closed periods
Close the books up to a date so nothing earlier can be changed, or reopen them.
Not on your plan. See plans
Default godown
Where stock is received and issued from when a line does not name a godown.
Not on your plan. See plans
Locations and branches
Branches, who can see which one, and transfers between them.
Not on your plan. See plans
People and access
Who can sign in, which plan seat each person has, and what they are allowed to do.
Give your CA read-only access to the books, free on every plan — or, as a CA, see what your access opens.
Preferences
Theme, Speed or Explore density, and the Classic keyboard shell. Yours alone.
Paper · Speed · Standard
Where assisted features may run, and whether a cloud provider may be used at all.
Keyboard shortcuts: — or press ? anywhere.
Plan and data
Which features your licence includes, module by module.
Your plan, its seats and what is in use, and how to change it.
Everything this business has entered, as spreadsheet files in one zip.
A small pretend business to look around in — and a way to remove it again.
What this business still needs before it runs its books here, and what is settled.