Location:  Bookkeeping module > Dashboard > Client specific > Settings > Company Info


Click here to watch more on the company information section


Click here to watch how to manually reconcile bank transactions 


Help/Guide


You can update your company information within Bookkeeping by heading to the settings and then click on company info.



On clicking edit, you can edit the details of the company.


Settings tab

  • Bank reconciliation-this allows you to change from auto to manual reconciliation
  • Invoice template can be used as Word document if the checkbox for Use Doc Word Invoice template is selected.

  • Select Default page date for all data input sections of bookkeeping module means, from the select period drop-down if you select current month, then all the data of current month is displayed for example if we are viewing for purchase invoice then current month transactions are displayed.