Configuration
Settings
Configure organization profile, branding, users, taxes, templates, automation, integrations, and security.
Edit Branding
Setting
Organization Profile
Company name, legal name, address, logo, fiscal year, base currency
Configure
Setting
Branding
Change brand name, suite name, colors, favicon, and logo paths
Configure
Setting
Users & Roles
Invite users, assign permissions, approval hierarchy
Configure
Setting
Taxes / GST / TDS
GSTIN, tax rates, TDS/TCS, filing preferences
Configure
Setting
Templates
Invoice, quote, bill, receipt, and email templates
Configure
Setting
Automation
Workflow rules, webhooks, custom functions, scheduled tasks
Configure
Setting
Custom Fields
Custom fields, validation rules, related lists, and reporting tags
Configure
Setting
Reporting Tags
Branch, department, location, project, or custom reporting tags
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Setting
Integrations
CRM, payment gateways, analytics, projects, APIs
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Setting
Import / Export
Backups, migrations, API usage, and data imports
Configure