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Head office settings

1. Begin: Navigate to Head Office / Settings.

Head Office / Settings

2. Details Tab: Holds account details.

Settings tabs

3. Layout Tab: Customise platform appearance. Sub-tabs include Group / Department / Areas.

Layout tab

4. Integrations Tab: Houses POS & Accounting integrations. More info upon request.

5. Financial Tab: Set your financial years, typically 12 periods. Align these with your accounting periods.

6. Billing Tab: Manage your plan. You're auto-enrolled in the Start plan, which is free.

Billing tab

7. Users Tab: Control your user access. Users here access all locations. For location-specific access, refer to Location: settings page.

All set, let's roll!