Settings

Company details, departments, locations, lists of values, users, roles, taxes, and other company-wide settings.

14 articles

Find your way around Settings, and keep your company details, departments, locations, department heads, and lists of values up to date.

Decide what each role can see and do — menus and actions, dashboard widgets, notifications, and how much data it can see.

Lock a financial year, or months of it, so accounting entries can no longer be changed.

Add your bank accounts, the payment methods that use them, and your cash boxes.

See everyone who can sign in, with their role and locations, and add a new user.

Bring your opening balances into Tazk — receivables, payables, assets, liabilities, equity, income, and expenses.

See and add the GST tax rates — CGST and SGST within your state, IGST for other states.

Change how Tazk Sales looks — navigation style, sidebar colours, light or dark mode, and theme colours.

Create barcode or QR code labels for a product, with MRP and offer price, numbered in sequence.

The Templates section in Settings is coming soon.

See your Tazk plan, billing, renewal date, and days left, renew, and download tax invoices.

Add another Tazk product — such as Point of Sale, Payroll, or CRM — to your account.

Add AI assistants that work on your own live data — auditor, CFO, marketing, sales, and inventory.

Set how document numbers are built — prefix, financial year, and counter — for every document type.