Set up your organization and companies

Run the organization and its companies

Rename the organization, create, activate or deactivate companies and choose what each company is allowed to do. (12 actions)

Edit company details, time zone, rounding, default tax and discount approval rules, and manage currencies. (10 actions)

Create and manage the client accounts the organization serves, and view or edit your own client account. (7 actions)

Create the cash, bank and mobile money accounts companies use, and see which payment methods the plan allows. (9 actions)

Pick templates from the catalogue or import your own, preview, customize, activate and upgrade them. (18 actions)