Settings (General)

Version: 1.0.3
Route: /settings
Who can access: Signed-in users. Branding and type filters are typically managed by Admin in Demo Mode.

Screenshots

What this page does

Business branding, default currency, theme, default transaction entry mode, which types feed Cash & Savings and Payable/Receivable views, CSV import/export for accounts and transactions, and Send messages templates for WhatsApp (with optional PDF / ledger URL toggles).

Layout at a glance

• Title Settings with info tip
• Primary action: Save
• Rows: Business name, Logo, Favicon, Default currency, Theme, Default transaction entry mode
• Filter groups: Cash & Savings, Payable & Receivable (each with Account Type and Cash Type)
• Account import & export: Template, Export, Import CSV
• Similar controls for transaction import/export when present
• Send messages: Edit account and Edit transaction template buttons

Steps

Update business branding

1. Open Settings → General.
2. Edit Business name (shown in the top bar).
3. Under Logo or Favicon, select Upload to choose an image.
4. Select Save.

Set currency and theme

1. Choose Default currency (for example PKR — Pakistani Rupee).
2. Under Theme, select Light or Dark.
3. Select Save.

Default transaction entry mode

1. Under Default transaction entry mode, choose Normal Entry or Transfer.
2. This pre-selects the mode when you open Add Transaction; you can still switch on the form.
3. Select Save.

Configure Cash & Savings filters

1. Under Cash & Savings, set Account Type and Cash Type multi-selects.
2. Select Save.
3. Cash & Savings lists accounts matching any selected type.

Configure Payable & Receivable filters

1. Under Payable & Receivable, set Account Type and Cash Type.
2. Select Save.
3. Matching accounts appear on Payable or Receivable by balance sign.

Import or export accounts

1. Under Account import & export:
   • Template — download a CSV template
   • Export — download current accounts (includes balance)
   • Import CSV — upload a file (name, phone, account_type, cash_type)
2. Watch progress while import/export runs.
3. Duplicate names are skipped on import; types match by name or code.

Edit message templates

1. Under Send messages, select Edit account or Edit transaction.
2. Insert variables with the chips above the editor (for example {{name}}, {{balance}}, {{pdf_url}}, {{ledger_url}}).
3. Optionally set Plus (+), Minus (−), and Zero balance notes used by {{note}} (help on the info icon).
4. Use each Allow URL row (heading + tip on the left, switch on the right):
   • Account template: Ledger PDF link → fills {{ledger_url}}
   • Transaction template: Transaction PDF link → {{pdf_url}}, and optionally Ledger PDF link → {{ledger_url}}
5. Select Save in the modal — the template writes immediately (no need to also click the page Save).
6. Info tips do not block scrolling; click outside a tip or scroll to dismiss it.

Key fields

Errors & edge cases

• Unsaved page edits are lost if you navigate away without Save (message templates save inside their own modal).
• Import progress shows percent complete; wait until finished before leaving the page.
• Demo Mode stores settings in this browser only.
• Sidebar also offers quick Light mode / Dark mode and Reset demo data for the current demo account.
• Public share links are first-party (/l/f/{fileId} or /l/{code}) — no third-party ad shorteners.

Related links

• Profile
• Account Type
• Cash Type
• Accounts
• Transactions
• Cash & Savings