Settings overview
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All company-wide settings are on one page, Settings section › Application Settings, split into tabs. Usually only the company owner changes them.
| Tab | What it holds | Help |
|---|---|---|
| Organization | Company name, contact details, logo, base currency, financial year, default tax, customer, supplier and project, date/time/number formats, time zone | Company profile |
| Preferences | Which features are on: multi-currency, POS, batches, variants, multiple units, stock adjustment and transfer, discounts, taxes on sales and purchases, negative cash, budget warning | Preferences |
| Tax | Tax names and rates | Taxes |
| Currency Setting | Currencies and exchange rates | Currencies |
| Financial Year | Financial years, monthly periods, closing | Financial years |
| Invoice Setting | Number prefixes and suffixes for documents | Numbering |
| Code Setting | Number prefixes and suffixes for codes (items, customers...) | Numbering |
| Ledger Configuration | Default accounts documents post to | Ledger configuration |
| Your mail server, for sending documents | Email settings | |
| Payments (owner only) | Your FIB keys (Demo and Production), the Mode, and where customers can pay by QR | Online payments |
| Shop | Online shop name, on/off | Online shop |
| Plan Detail | Your plan and its dates | Plan and payment history |
| Plan Payment History | Your online payments to Zhmara X for your plan | Plan and payment history |
| Data BackUp | The company owner downloads all the company's data and files as one zip | Backup, reset and delete |
Tabs for sections that aren't in your plan (for example Shop) are hidden.
The company owner also sees Live Support in the settings menu. It opens your conversation with the Zhmara X team. See Live Support.