Settings & Configuration
Use Settings to define company information, fiscal year, default accounts, feature toggles, print templates, and system preferences. These configurations control how Versoll Books behaves on this device.
What you will configure
Company profile, fiscal year, feature toggles, numbering series, print templates, and display preferences.
Company Profile
Set up the legal and operational details that appear on invoices and reports.
Update Company Information
Go to Settings > General and confirm your legal name, email, country, and related company details.
Define Fiscal Year
Set the fiscal year start and end dates. This controls GST reporting and year-end closing.
Features & Modules
Enable only the modules you use so screens stay focused and lightweight.
Toggle Features
Turn on Inventory, POS, Pricing Rules, Loyalty Programs, or returns based on your workflow.
Set Default Accounts
Choose write-off, round-off, and discount accounts so adjustments are posted consistently.
Defaults & Numbering
Define default accounts and document series so everyday transactions are created with minimal manual input.
- Set number series for sales invoices, purchase invoices, journal entries, and payments.
- Choose default payment accounts for auto payments.
- Pick default locations for stock transfers and receipts (if inventory is enabled).
Print & Templates
Control how invoices and receipts look when printed or shared.
Customize Print Settings
Upload your logo, set contact details, choose colors and fonts, and enable invoice extras like terms & conditions.
System Preferences
- Set date format, locale, and decimal precision.
- Toggle dark mode or hide the Get Started guide.
- Review version information and display settings.
Versoll Books is offline-first, so Settings does not include multi-user roles or invitations. If you need to move data between devices, use Data Export & Backup.