Business Settings

Business settings are settings related to your business account, such as financial year and running number for the forms.

1. Click on Control Panel on left

   

2. Select Business Settings

   

3. General
   1. Click on General. (Most probably you are already on it)
   2. 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.
   3. Click on Save
4. 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.
   1. Click on Form Numbers
   2. 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.
   3. Click on Save
5. Default Notes
   Note: Default note that appears on various transaction forms, note can be modified at forms level. (Also known as memo)
   1. Click on Default Notes
   2. Revise the settings
      • Update the default notes for each of the type
   3. Click on Save
6. Payment Options (PayPal)
   1. Click on Payment Options.
   2. Click on Connect with PayPal.
   3. Fill in your PayPal credentials in the PayPal screen.
   4. Approve the permission.