Account

Configure general account settings, security, and branch-level options.

General Settings

Upload the company Logo that will be used within the app. You can also specify a logo for reports in the reports section.

Customize the interface by selecting a preferred Tint Color. This color will be used for various elements throughout the app to maintain a consistent visual style.

Choose when to enable Copy & Paste functionality for data within the app. Options include:

- On Edit: Enable copy and paste only when editing fields.
- On Display: Enable copy and paste when viewing data.
- Always: Allow copy and paste functionality at all times.
- Never: Disable copy and paste functionality entirely.

Select the desired Image Quality for images used in the app. Higher-quality images will require more storage space but will result in sharper visuals.

Set the app's default Map provider when opening the address. Options typically include Google Maps, Waze, or Apple Maps.

Security Options

"Sign Out After": This feature allows users to specify a duration of inactivity after which they will be automatically signed out for security purposes.

"Authorize Device By": This feature offers users the ability to choose who will be responsible for approving device access for the first time. There are three options to choose from:

- Admin: Only administrators or designated personnel will have the authority to approve device access.
- Manager: Team leaders or managers will be responsible for approving device access for their respective teams.
- User: Users themselves will have the ability to approve device access.

Email Notification: When a device access request is made, an email notification will be sent to the selected approver. The email will contain a link to approve the device.

Approval Process: Devices can be approved within the app, usually in the "Team" or "User" section. The selected approver will receive a notification and can access the approval link provided in the email to approve the device access request.

Confirmation: Once the device is approved, both the user who requested access and the approver will receive a confirmation notification within the app.

"Biometrics": This feature allows users to enable biometric authentication (such as fingerprint or facial recognition) as an additional security measure.

"Multiple": This feature allows users to enable or disable multiple branches, locations, and currencies.

Branch Configuration

Update the branch information and settings here to maintain smooth operations.

- Address: Enter and update branch addresses efficiently, including fields for the street address, city, state/province, postal code, and country. This ensures that all branch addresses are up-to-date and accurate.

- Contact Information: Input contact details for each branch, including phone numbers, email addresses, and website URLs. This ensures that customers can easily find and contact your branches.

- Identifiers: Assign unique codes or identifiers to each branch for internal reference or identification purposes. This ensures that each branch can be easily identified and referenced when necessary.

- Default Taxes: Set default tax rates for each branch based on local tax regulations or business requirements, with options for different tax types such as sales tax or VAT. This ensures that your taxes are in compliance with local regulations.

- Numbering: Customize document numbering schemes for each branch, including formats for invoices, receipts, and purchase orders. Options for sequential numbering or custom prefixes/suffixes are provided, ensuring that your documents are organized and easy to reference.