Configure company details, branches, users, roles, approval workflows, and document numbering.
Update your company name, logo, address, and financial year configuration.
Configure approval stages separately from ordinary role permissions.
Grant ordinary module permissions separately from document approval-stage membership.
Configure the format and starting number for invoices, purchase orders, and other documents.
Configure invoice numbering, pricing columns, sales areas and routes in Sales Settings.
Maintain the shared reference settings used by transaction screens and financial statements.
Configure customer-facing delivery and keep supporting files with the right document.
Review your workspace subscription and configure the available AI connection options.
Use the sign-in recovery process and select the correct workspace after authentication.
