Business Settings

Configure business-specific preferences like currency, tax rates, and invoice numbering.

Currency

• Set the default currency for your workspace
• Currency symbol appears on invoices, budgets, and financial reports
• Multiple currencies supported

Tax Configuration

• Define tax rates (e.g., GST 18%, VAT 20%)
• Set default tax for new invoices
• Tax calculations appear automatically on invoices

Invoice Numbering

• Prefix — Customize the invoice number prefix (e.g., “INV-”, “TM-”)
• Starting number — Set the starting invoice number
• Format — Sequential numbering (INV-001, INV-002, etc.)