User Type: Company / Owner

In this document, you’ll see how to edit key AccountGo settings – split into three different categories:

• Brand Settings
• System Settings
• Company Settings

Getting Started

To access the settings panel, you need to sign in with a Company / Owner. Then, click the Settings button (you’ll find it in the navigation menu).

Editing Brand Settings

Thanks to our white-label solution, this panel allows you to rebrand the tool. Here, you can edit the following:

• Change the logo (upload both light and dark versions)
• Change the favicon
• Set site title text
• Set site footer text
• Set default language

Next, you’ll see four buttons that you can use to:

• Turn on/off the support for right-to-left text.
• Enable or disable the landing page.
• Enable or disable GDPR Cookie text.

Below the buttons, you can edit the GDPR cookie text itself.

Lastly, you can edit the following in the Theme Customizer:

• Select primary platform colors.
• Manage sidebar layout transparency (turn it on or off).
• Enable/disable dark mode.

Editing System Settings

To access System Settings, hit System Settings in the left-hand Settings navigation panel. In the System Settings panel, you can edit the following:

Currency Settings:

• Currency ISO code. Example: USD, GBP, INR.
• Currency symbol. Example: $, £, ₹
• Currency symbol position – select to display it before or after the amount.

Date & Time Settings:

• Date format – use the drop-down menu to pick the right format (dd/mm/yyyy, mm/dd/yyyy, yyyy/mm/dd)
• Time format – choose between 12-hour and 24-hour formats.

Documentation Settings – Prefixes:

• Invoice prefix. Example: #INV
• Proposal prefix. Example: #PRO
• Bill prefix. Example: #BILL
• Customer prefix. Example: #CUS
• Vendor prefix Example: #VEN
• Journal prefix. Example: #JOUR

Documentation Settings – Numeration:

• Invoice starting number – enter the preferred number
• Proposal starting number – enter the preferred number
• Bill starting number – enter the preferred number.
• Decimal number format. Specify the number of decimal places.

Documentation Settings – Other:

• Invoice/bill footer title – enter the title text you’d like to see on each invoice.
• Invoice/bill footer notes – enter the text you’d like to see in the footer of each invoice.
• Display Shipping in Proposal / Invoice / Bill. Set to enable or disable shipping information.

Editing Company Settings

To access Company Settings, hit Company Settings in the left-hand Settings navigation panel. In the Company Settings panel, you can customize the following company information:

• Company Name
• City
• Country
• Telephone
• Email (from name)
• VAT Number/ GST Number (if applicable)
• Address
• State
• Zip/Post Code
• System Email
• Company Registration Number