Control Panel (Settings)

Inventory

• Unit of Measurement (UOM)

Company

• Tax Agent Role Option
• How to Add and Manage Users
• Deleting Business Account
• Form Settings (Running Numbers & Default Notes)
• Business Profile
• Business Settings

Master Data

• Activate New Currency
• Tariff Code
• Payment Terms
• Payment Methods
• Price Levels
• How to Enable GST? (Singapore)

See all 7 articles

Accounting

• Accounting: Budget Module
• How to Record Employee Salary & CPF (Singapore)
• Chart of Accounts (Profit & Loss Accounts)
• Chart of Accounts (Balance Sheet Accounts)
• How to Setup or Update Opening Balances

Subscription Centre

• Upgrading your Subscription Plan – Applicable to Start Digital Customers (Singapore)
• Subscription Plan (Malaysia)
• Subscription Plan (Singapore)
• Downgrading to Essentials Plan

Others

• Financio Integrated Apps: PayPal Integration
• Supported File Attachment and Maximum Size
• Global Search
• Forgot password