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Business settings are settings related to your business account, such as financial year and running number for the forms.
- Click on Control Panel on left
- Select Business Settings
- General
- Click on General. (Most probably you are already on it)
- Review the settings
- Financial Year End *
Note: Specify the last month of your financial year (usually December if you are unsure), Financio doesn’t support financial year of more than 12 months. - Start Date *
Note: Specify the date that you started using Financio to track your business transactions, leave it as the first day of your current financial year if you are not sure.
- Financial Year End *
- Click on Save
- Form Numbers
Note: This section specifies the form prefix and the next running number for various transaction types, namely Quote, Purchase Order, Invoice, Credit Note.- Click on Form Numbers
- Revise the settings
- Update the prefix for each transaction type.
Note: Alphanumeric accepted. - Update the running number for each transaction type.
Note: Only numbers are accepted.
- Update the prefix for each transaction type.
- Click on Save
- Default Notes
Note: Default note that appears on various transaction forms, note can be modified at forms level.- Click on Default Notes
- Revise the settings
- Update the default notes for each of the type
- Click on Save
- Payment Options (PayPal)
- Click on Payment Options.
- Click on Connect with PayPal.
- Fill in your PayPal credentials in the PayPal screen.
- Approve the permission.
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