The settings section allows you to change your business details...
Use this page to change
your name or your company’s
name. These details are used when creating any new documents; invoices, letters
etc. Note: If you change your business name you will need to get a new activation
code from us. This will be supplied free of charge but you can only change
the company name once. Click on the 'Modify' button to change your business
name and follow the name change instructions.
Note: You don’t need to change this date each year, only
the day and month are used from your original start date to set the twelve
month financial year span regardless of what the year is.
It is unlikely that you would ever need to use this page; you would only need
to use it if you had changed the start/end months of your financial year; from
Oct - Sep to Jan - Dec for example.
If you have decided to change your financial year start/end months, for whatever
reason, then just enter the first day of your new financial year and instantAdmin
will adjust everything accordingly.
Note: Once changed all previous years in the overview section will also be
calculated using this new financial year so you'll need to refer to previous
printed records/tax returns for the actual figures used previously. Alternatively,
since instantAdmin calculates everything on-the-fly, you could temporarily
change the date back to the original date then look at previous years before
resetting it again.
Select the currency you wish to work in and your default payment terms.
These payment details will be printed on sales invoices and quotes by default
when a new one is created - adjust as necessary. Note: You can only work in
one currency at a time; you can't mix them.
This page allows you to modify
your sales tax settings for your State / County / City. These are used as the
default settings. You can then modify which taxes actually apply on a per client
and per invoice basis.
This page shows your
Serial Number and Activation Code along with the version number of the software.