Getting Started

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

Editing Brand Settings

Thanks to our white-label solution, you can completely rebrand ERPGo. In this panel, 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
• Edit default language.
• Turn on/off the support for right-to-left text.
• Enable or disable the landing page.
• Enable or disable GDPR Cookie text.
• Edit the GDPR cookie text itself.

In the next section, Theme Customizer, you can edit the following visual settings:

• 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 this panel, you can change 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 – 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 – Prefixes:

• Invoice prefix. Example: #INVO
• Proposal prefix. Example: #PROP
• Bill prefix. Example: #BILL
• Customer prefix. Example: #CUST
• Purchase prefix. Example: #PUR
• Vendor prefix. Example: #VEND
• Pos prefix. Example: #POS
• Journal prefix. Example: #JUR

Documentation Settings – Other:

• App site URL – the address to log into the app.
• Display Shipping in Proposal / Invoice / Bill. Set to enable or disable shipping information.
• Tracking interval – the amount of time between each screenshot taken by the time tracker feature.
• Invoice/bill footer notes – enter the title text you’d like to see on each invoice.

Editing Company Settings

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

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