In Settings, you can update and add new information relating to their overall business, such as contact information, invoicing requirements, and additional users.
In Business Details, you can add your "Business Logo" which will will appear on your invoices and other client-facing documents. Your "Business Name", "Tax ID" or "Business Number", "Business Type", and "Industry" can be edited, along with your "Transaction Start Date".
Related article: Business Details
The Subscription and Billing screen allows you to control how you will manage your TrulySmall Accounting subscription for your business.
Related article: Subscription and Billing
The contact information provided here, is your main company contact information that will be shown on the invoices you send to your customers. It is also the contact information TrulySmall Accounting may use to contact you.
You can set up your business to accept online payments from this screen. Once complete, you can choose to include a payment link in your emailed invoices.
Related article: Invoicing and Payments
Initially, whoever creates the account will be the only user with access to the business, but TrulySmall Accounting allows multiple people to access a TrulySmall Accounting Business. Each person can have one of 2 roles; each role has a different access level.
Related article: Manage Users
To exit the Settings section at any time, click the <- back arrow in the upper left.
You can set a default message for the following document types:
Invoices
Income Receipts
Estimates
Client Statement Memo
The default message will be applied in email communications or PDF documents intended for your clients.
Once you have added your text, click on the Save button.
Connect your accounts and automatically import your bank and credit card transactions.
Category Settings
You can configure how your transactions are categorized by setting up rules and assigning categories to your accounts.
You can also enable, or disable, Auto Posting. This is a tool that will categorize your bank transactions for you and post them instantly on the Transactions page. If you turn it off, all imported transactions going forward will appear on the Inbox page where you can manually categorize and post them.
Accessibility
You can customize your display preferences by selecting a color scheme for your TrulySmall workspace. Choosing the right look can make a big difference, whether you’re aiming to reduce eye strain or working in a bright office.
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