Skip to main content

Application-Settings

Application Settings

Customize MyBooks to match your business requirements through the Settings module.

Brand Settings​

Upload your business logo and define how your business is presented on invoices and reports.

Tax Rates​

Define the taxes applicable to your transactions. You can create:

  • Single Taxes: e.g., GST 18%.
  • Tax Groups: e.g., GST 18% split into CGST 9% and SGST 9%.

Prefixes and Sequences​

Customize the numbering format for your documents:

  • Invoices: e.g., INV-2024-001.
  • Quotes: e.g., QT-001.
  • Bills: e.g., BILL-001.

Chart of Accounts​

Review and manage the list of all accounts used by your business. You can add new accounts or edit existing ones to better categorize your income and expenses.

User Management​

Invite your accountant or business partners. Assign them roles (Admin, Staff, or Read-Only) to control what they can see and edit in the system.