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Documentation / General Settings

General Settings

Set up your company profile: currency, tax, users and permissions, contacts and print templates.

Overview of the General Settings panel
Company profile: name, logo and contact details
Regional and display settings: currency, decimals and timezone
Tax and e-invoicing
Branches: when you need them and how to set them up
Users and My Account
Roles and permissions
Contacts and contact roles
Custom fields
Print templates and countries
Activity log, database backup and subscription

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