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Settings

Company info, user roles, period lock, GST rates, bank accounts and cash boxes, users, migration, themes, barcodes, your subscription and add-ons.

13 articles

1

Settings

Find company details, users, roles, taxes, themes, your subscription and the other admin screens under Settings.

9 Oct 2026
2

Company Info

Keep your company profile and bank details up to date, and manage departments, locations, department heads and drop-down lists.

9 Oct 2026
3

User Roles

Decide which menus each role can open and what it can do there, plus its dashboard, notifications, data scope and visible fields.

9 Oct 20262 views
4

Period Lock

Lock a closed financial year so its accounting transactions can no longer be added or changed.

9 Oct 2026
5

Taxes and GST

Manage the GST rates used on your bills and invoices — IGST between states, CGST + SGST within your state.

9 Oct 2026
6

Cash and Bank

Set up the bank accounts, payment methods and cash boxes that every receipt and payment goes through.

9 Oct 2026
7

Users

Add the people who sign in, with their role, location and access.

9 Oct 2026
8

Migration

Bring your opening balances from your old system: receivables, payables and the balances of your ledgers.

9 Oct 20262 views
9

Themes

Pick the navigation layout and sidebar colours for the app.

9 Oct 20262 views
10

Barcode Generator

Make barcode or QR code labels with the product, MRP and offer price.

9 Oct 2026
11

Subscriptions

Check your plan, its dates and user limit, renew it, and download your Tazk invoices.

9 Oct 2026
12

Explore Product

Add another Tazk product, such as Payroll or CRM, to the same account.

9 Oct 20262 views
13

Hire AI

Add AI assistants that answer questions about your books, sales and stock from your own data.

9 Oct 2026