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Company and settings setup

Admin walkthrough of Settings — General, Tools, Payment Statuses, Collections — so the company profile, modules, and bill statuses are correct before staff create invoices.

Updated August 1, 2026

Only users with Settings access (usually admins) should change these screens. Do this once at onboarding, then touch only when the business changes.

Open Settings

  1. Sign in and select the correct organisation.
  2. Open Settings from the left rail.
  3. Confirm the organisation name under the Settings heading matches the company you are configuring.

You will see tabs: General · Tools · Users · Roles · Collections · Payment Statuses.

Users and Roles have their own guide: Users and roles.

General tab — company profile

Steps

  1. Open Settings → General.
  2. Fill every field you know:
Field What to enter Why
Organization name Legal / trading name Shown across the app
Email Company email Profile / contact
Phone Company phone Profile / contact
Address Registered or billing address Documents and compliance context
GST number GSTIN if registered Tax identity on the company
  1. Click Save.
  2. Wait for Organization settings saved (or equivalent success toast).
  3. Refresh the page once and confirm values stuck.

Checklist

  • Name spelling matches registration
  • GSTIN digits checked twice
  • Address includes state (helps GST context with parties)

Wrong GSTIN

Fix General settings before raising many invoices. Correcting tax identity after hundreds of bills is painful for accounts.

Tools tab — turn modules on or off

  1. Open Settings → Tools.
  2. Read each tool card.
  3. Enable only what you will use in the first month.
Tool Effect when ON
Customizable dashboard Reports overview can pin tables/columns
Customer ordering Customer portal + staff Orders review before invoicing
Sync with your Tally Path to push sales/purchases/masters to Tally
GST e-invoice / e-way / filing IRN / e-way / filing related setup (then add GSP credentials where prompted)
Batch tracking (if shown) Stock and documents can carry batch numbers
  1. Save / apply each toggle.
  2. Ask one accounts user to log out and in again so new menus appear.

Start simple

Week one: leave ordering / GST e-invoice off unless you already depend on them. Add after the basic sales–purchase–stock loop works.

Payment Statuses tab

Payment statuses label how far an invoice is toward being paid (and feed Home / reports groupings such as overdue, pending, received).

Steps

  1. Open Settings → Payment Statuses.
  2. Review existing rows (code, label, group).
  3. Add statuses your team already speaks, for example:
    • Pending
    • Partially paid
    • Paid
    • Overdue
  4. Keep labels short and stable — renaming later confuses old reports.
  5. Save.

Checklist

  • At least one status in pending-like group
  • At least one status in received/paid-like group
  • Accounts team agrees on the names

Collections tab (advanced)

Settings → Collections shows every data table (customers, invoices, stocks, …) and their fields.

For click-by-click instructions to add a field, add a collection, or link lists, use:

→ Add data, fields, and collections

When to use on day one

  1. Open Settings → Collections.
  2. Confirm expected lists exist (customers, products, sales invoices, …).
  3. Do not delete system fields or Unique ID columns.
  4. Do not redesign the schema until after your first successful invoice.

When to use later

  1. Click the collection on the left.
  2. Click Add field → set Name (snake_case) and Type.
  3. Click Save on the collection.
  4. Open the list → + New Record and confirm the field appears.
  5. Or click Add collection to create a brand-new list, then add fields and grant role access.

System-locked collections

Many kit collections are locked. You can usually add fields more safely than removing core ones. If unsure, leave defaults.

After settings — verify

  1. Open Home — loads without error.
  2. Open Sales → Invoices — list loads (may be empty).
  3. Open Inventory — list loads.
  4. Create a warehouse next (Masters setup).

Continue onboarding

Add data, fields, and collectionsStep-by-step guide for new records, custom fields, and new lists.Users and rolesInvite the team with the right access.Masters setupWarehouses, items, and parties next.Get startedReturn to the full stage checklist.