General Settings

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

How do I set the organisation details, logo and login background?

How do I set the currency and the number of decimal places?

How do I set the timezone and the default country?

What is the accounting entries language and when should I change it?

How do I set the tax number and the tax rate?

How do I enable e-invoicing and the QR code?

When do I need branches, and how do I add one?

How do I restrict an employee to one branch?

How do I suspend a departed employee and reset a password?

What are roles, and how do I build one with custom permissions?

An employee says "I cannot access it" — how do I find the missing permission?

How do I add a contact and give it more than one role?

How do I add a new contact role?

How do I search contacts and export them to Excel?

What are custom fields and when do I need them?

How do I add a custom field and make it searchable and filterable?

How do I change the print letterhead and stamp on documents?

What is the Countries list for, and how do I set the default country?

How do I find out who changed a record?

How do I download a backup of my data?

What is the difference between My Account and the company settings?

How do I link my account with the Fatoora platform (phase two) step by step?

E-invoice statuses at ZATCA: what they mean and what to do in each