Company profile

This appears as the supplier on every invoice and quotation. UAE tax invoices are required to show your legal name, TRN and address — keep this accurate.

Legal name

Trade license number

TRN (Tax Registration Number)

Address

City

Emirate

Phone

Branding

Appears on every printed document — quotations, invoices, purchase orders and credit notes — and on the branded emails that send them, instead of a hardcoded color, so a resold copy of this software can carry its own brand with no code change. This is customer-facing document/email chrome only — it never changes colours inside the app itself.

Logo

No logo

PNG, JPEG, WEBP or SVG, up to 5MB.

Falls back to a generated mark in your accent color if left blank.

Primary colour

Secondary colour

Leave blank to reuse the primary colour everywhere.

Document layout

Light

Today's default. Thin accent rule lines, white background.

Boxed

A bordered frame around the header, table and totals.

Bold

A solid colour band behind the header.

Striped

Zebra-striped line items.

Website

Tagline

What we call our tax

Shown on invoices, quotations, and every document screen instead of the default "VAT". Leave blank to use the default. Purely a label — it does not change how tax is calculated or where it posts.

Banking

Printed on quotations, invoices and credit notes — never on purchase orders, since those go to a supplier rather than a customer.

Bank name

Account title

IBAN

SWIFT code

Defaults

Main operating currency

The currency shown on screens and reports for records that carry no currency of their own. Documents that have their own currency — invoices, quotations, purchase orders — always keep theirs. This does not change how anything posts to the ledger.

Default payment terms

Used when a document doesn't specify its own payment terms.

AI assistant

Let the assistant prepare draft quotations, invoices, purchase orders and journal entries when asked

Every document it creates is always a real DRAFT that goes into the approval queue — the assistant can never send anything to a customer or post anything to the ledger itself, regardless of this setting. This only controls whether it can create the draft in the first place. Defaults on; turn it off here if you'd rather staff prepare every document by hand.

Allow AI-created drafts to be approved into live documents

Off by default — the safe starting state is that an assistant-created draft can be read and copied but never promoted, no matter who is signed in. Turning this on is only half of what's needed: each individual administrator ALSO needs their own "Can approve AI-created drafts" permission granted under Users before they personally can approve one. Human-authored documents are never affected by either setting.

Users & access

Default access rights for new users

Pre-ticks this preset's permissions when an admin opens "Add team member" under Users. Whoever's creating the account can still add or remove individual permissions before saving.

Document Terms & Conditions

Mode

Note text (used when Mode = "Add a note" — capped at 220 characters on the printed document)

Link URL (used when Mode = "Add a link to a web page")

Enable Customer Portal (customers can request a magic-link sign-in to view their own invoices, once individually invited from their contact page)Put an approved vendor under review when one of their mandatory documents expires (the daily vendor-document run does this; expiry alerts are raised either way)