Help /
Setup Module
Setup Module
The Setup module controls all system configuration, user management, and administration functions.
Company Settings
- Company Setup - Company name, address, fiscal settings
- System and General GL Setup - GL configuration
- Transaction References - Reference numbering
- Display Setup - UI preferences
- Fiscal Years - Define financial years
- Tax Types - Configure tax rates
- Tax Groups - Group taxes together
User Management
- Users - Create and manage user accounts
- Access Setup - Define security roles and permissions
- Change Password - Update your password
System Administration
- Backup & Restore - Database backup management
- Create/Update Company - Multi-company management
- Extensions - Install and activate modules
- Languages - Install translation packs
- Install Charts - Import chart of accounts templates
- Themes - Install visual themes
- Software Upgrade - System updates
- System Diagnostics - Check system health
- Void Transaction - Reverse transactions
Utilities
- Printer Locations - Configure printers
- Printing Profiles - Document output settings
- Contact Categories - CRM categories
- Payment Terms - Define payment terms
- Shipping Company - Freight carriers
- View/Print Transactions - Transaction browser