Before working with your new account, you may want to adjust some settings for your company in the Company Settings panel. This panel is only visible to administrators.

  • Check or change your accounting currency
  • Set up your Tax ID
  • Choose the language in which your sales documents will be printed (printing language)
  • Enable multi-currency, if needed
  • Select the format in which your documents are being printed
  • Set your accounting basis to accrual or cash (ask your accountant for details)
  • Set up custom numbering for documents (auto numbering)
  • Set your sales and purchase tax label (outside US) 

Please note:

  • The working period does not necessarily equal the fiscal year, it is the period in which you allow any user in your account to register any kind of transaction
  • Once you set up the accounting currency or accounting basis and register your first transaction, those settings cannot be changed anymore
  • Updating the VAT label does not change it everywhere on-screen within the application, but it will always be used when sending or printing documents.



Custom Numbering


Each time you create a document, a unique code is generated for that document.



By default, each type of document has it's own naming convention, and the documents start at #1. So, for example your first invoice is called CINV-001 (Customer Invoice #1)


With Code Customization, you are able to alter the naming convention and the starting number.  Code customization is available in Company Settings - Auto Numbering.




Select a document type from the box, As soon as selected, the second box shows what the "last" document was called-- and you are allowed to edit it.


On a new account, when you select "Invoice", the box will show CINV-000, that means the next customer invoice will be numbered CINV-001.


If you changed this to "INVOICE#100", then the next one would be called "INVOICE#101"

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