Solutions

Company and System Setting

AccountGo

Business Setting:(site settings)

You can white label the software as a company by customizing the logo, favicon, title text, etc. Follow the below steps:

After landing on the company dashboard > scroll down to the Company setting > Business setting > you can customize the following:

  • Logo (light)– upload an image to be displayed in the light layout

  • Logo (dark)- upload an image to be displayed in the dark layout

  • Favicon- upload an image to be displayed as a favicon

  • Title text- enter text to be displayed as the title text

  • RTL- change the language format from LTR (example - Arabic)

Theme customizer:

  • Primary color settings- choose a theme color as per preference
  • Sidebar settings- enable/disable transparent layout
  • Layout settings- enable/disable dark or light mode

System Setting:

You can customize various elements of the platforms such as units, formats, values, etc. Follow the below steps:

After landing on the company dashboard > scroll down to the Company setting > System setting > you can customize the following:

  • Currency code(example - INR, USD, AUD, etc.)

  • Currency symbol(example - $, £, ₹, etc.)

  • Currency symbol position- select pre or post of the number

  • Date format- a drop-down menu (dd/mm/yyyy, mm/dd/yyyy, yyyy/mm/dd, etc.)

  • Time format- select from 12 hours or 24 hours format

  • Invoice prefix(example - #INV)

  • Invoice starting number- enter the preferred number

  • Proposal prefix(example - #PRO)

  • Proposal starting numberenter the preferred number

  • Bill prefix(example - #BILL)

  • Bill starting number- enter the preferred number

  • Customer prefix(example - #CUS)

  • Vendor prefix(example - #VEN)

  • Invoice/bill footer title- enter the preferred text

  • Decimal number format- after 1 digit, 2 digits, etc.

  • Journal prefix(example - #JOUR)

  • Invoice/bill footer notes- enter the preferred text

  • Shipping display in proposal, invoice, bill- enable/disable button

Company Setting:

You can customize the information like company name, addresses, communication details, etc. Follow the below steps:

After landing on the company dashboard > scroll down to the Company setting > Company setting > you can customize the following:

  • Company Name
  • Address
  • City
  • State
  • Country
  • Zip/Post Code
  • Telephone
  • System Email
  • Email
  • Company Registration Number
  • VAT Number/ GST Number (if applicable)

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