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Help Document
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  • Getting Started
    • Welcome
    • Navigating Thumbtax
  • Homepage
    • Homepage - Overview
  • Settings
    • Settings - Overview
    • Company Profile
    • Default Settings
    • Users
    • Payments
    • Branch
  • Maintenance
    • Customers
    • Suppliers
    • Employees
    • Profit and Cost Centers
    • Recurring Transactions
    • Booklets
    • Templates
  • Inventory
    • Items
    • Item Adjustment
    • Item Production
    • Item History
    • Stock Requisition
    • Purchase Requisition
    • Deliver Item
    • Receive Item
  • Banking
    • Account Balance
    • Bank Account
    • Funds
    • Reconcile Transaction
    • Checkbook
    • Petty Cash Account
    • Cash Register Account
  • Sales
    • Sales Retail
    • Sales Order
    • Sales Invoice
    • Billing Statement
    • Collections
    • Debit Note
    • Credit Note
    • Refund
  • Purchase Order
    • Purchase Order - Overview
  • Vouchers
    • Accounts Payable Voucher
    • Check Voucher
    • Direct Voucher
  • Checks
    • Checks - Overview
  • Expense
    • Supplier Credits
    • Liquidation
    • Reimbursement
  • Transaction Approval
    • Transaction Approvals - Overview
  • Accounting
    • General Journals
    • General Ledger
    • Chart of Accounts
    • Withholding Tax
  • Reports
    • BIR Reports
    • Financial Statements
    • Managerial Reports



Help Document

Settings - Overview

A complete guide on how to setup of your company informations and preferences. You can do the complete setup of your company on the Company Setup and Maintenance tab located in the Navigation Panel.

Company Profile

Setup your company's information.

  • Company Profile
Default Settings

Set default values for reports and transcations details. Set default actions needed in every modules.

  • Default Settings
Users

Add multiple users and setup their roles.

  • Adding Users
  • Editing Users
  • Deleting Users
  • Adding New Roles
Payments

Manage payment settings for invoices and transactions.

  • Payment Types
  • Payment Terms

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