TrulySmall Accounting: Settings

The business details that inform your work flow

Kashoo avatar
Written by Kashoo
Updated over a week ago

Home > Settings

In Settings, you can update and add new information relating to their overall business, such as contact information, invoicing requirements, and additional users.

In Business Details, you can add your "Business Logo" which will will appear on your invoices and other client-facing documents. Your "Business Name", "Tax ID" or "Business Number", "Business Type", and "Industry" can be edited, along with your "Transaction Start Date".

Related article: Business Details

The Subscription and Billing screen allows you to control how you will manage your TrulySmall Accounting subscription for your business.

Related article: Subscription and Billing

The contact information provided here, is your main company contact information that will be shown on the invoices you send to your customers. It is also the contact information TrulySmall Accounting may use to contact you.

You can set up your business to accept online payments from this screen. Once complete, you can choose to include a payment link in your emailed invoices.

Related article: Invoicing and Payments

Initially, whoever creates the account will be the only user with access to the business, but TrulySmall Accounting allows multiple people to access a TrulySmall Accounting Business. Each person can have one of 2 roles; each role has a different access level.

Related article: Manage Users

To exit the Settings section at any time, click the X in the upper right.


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