Overview

The Product Settings section allows you to configure and personalize core product-level functionalities. Here’s a breakdown of each setting:

1. Checkout Settings

Customize your checkout experience to match your brand's look and feel.

• Upload your brand logo
• Edit support details (email, contact info, etc.)
• Choose or customize a theme to align with your brand identity

2. Default GCA Currency

Set a default currency for your Global Currency Account (GCA) to streamline international transactions.

• Select your preferred currency (e.g., USD, EUR, INR, etc.)
• Ensure consistent currency display across all invoices, statements, and transactions

3. Transaction Notifications

Enable real-time alerts for any incoming or outgoing transaction on your account.

• Stay updated on transaction status
• Monitor and track payments instantly
• Configure preferred channels for notifications (email, SMS, in-app, etc.)

4. AR Settings

Configure settings to automate and streamline your collections process.

• Create, edit, and delete invoice reminders for both upcoming and overdue payments
• View all reminders in a single, chronological list for easier tracking and management
• Automate receipt sharing to customers & yourself once payments are successfully completed

5. Categorization, Tagging & COA

Use Categories, Tags, and Chart of Accounts (COA) mapping to structure transactions for better reporting, forecasting, and reconciliation.

Categorization

• Create and manage categories for transactions (e.g., Customer Inflows, Vendor Payments, Expenses)
• Set parent-child relationships with sub-categories
• Automate classification rules for recurring transactions

Tagging

• Create custom, free-text tags (e.g., Region, Department, Project)
• Assign multiple tags to Payins, Payouts, Accounts Receivables, and Accounts Payables
• Filter, group, and export reports using tags

Chart of Accounts (COA)

• Upload your COA from accounting platforms like QuickBooks or Xero
• Map transactions to accounting heads (e.g., Operating Expenses, Revenue)
• Ensure consistency in reconciliation and reporting