Set up your account and company profile

A few minutes of setup now saves rework later. Configure your company profile before you import data or invite your team.

1. Add your company details

1. Open Settings → Account.
2. Enter your company name, address, and contact email.
3. Upload your logo — it appears on purchase orders, invoices, and packing slips.

Your company address is used as the default ship-from address and on tax documents, so make sure it’s accurate.

2. Set your defaults

Set these once and every new record inherits them:

• Base currency — the currency your reports roll up to.
• Measurement units — the units of measure you buy, make, and sell in.
• Number formats — decimal precision for quantities and prices.

3. Configure document numbering

Set prefixes and starting numbers for purchase orders, sales orders, and work orders under Settings → Presets so your documents match your existing numbering scheme.

4. Invite your team

Once the basics are in place, invite users and assign roles so the right people have the right access.

Changing your base currency after you’ve entered transactions is not recommended — historical values won’t be re-converted. Pick the right currency up front.