General Settings
Settings → General (/settings/general) is where you keep the company profile used on documents and the currencies available for transactions.
The page has a form on the left and a summary panel on the right. Fields marked with * are required.
Company
Section titled “Company”| Field | Required | Description |
|---|---|---|
| Company Name | Yes | Official company name. Shown on shipment documents. |
| Brand Name | No | Shorter display name, when it differs from the company name. |
| Slogan | No | Optional tagline for documents. |
Company Name, Brand Name, and Slogan are printed on the PDF letterhead for purchase orders, quotations, and invoices.
Contact
Section titled “Contact”| Field | Required | Description |
|---|---|---|
| Yes | Primary contact email. Printed on the PDF letterhead, and used for notifications. | |
| Phone | No | Company phone number. Printed on the PDF letterhead when filled. |
| Website | No | Company website URL. |
Details
Section titled “Details”| Field | Required | Description |
|---|---|---|
| Address | No | Business address. Printed on the PDF letterhead. |
| Company Size | No | 1–10, 11–50, 51–250, 251–1,000, or 1,000+ employees. |
| Tax ID (NPWP) | No | Tax identification number. Printed on vendor purchase order PDFs when filled. |
| Timezone | No | How dates and times are shown in the dashboard, including work order timestamps and invoice due dates. A value is always selected. |
Currencies
Section titled “Currencies”This list is the master data for currencies the workspace can use. Tick one or more:
| Code | Currency |
|---|---|
| IDR | Rupiah |
| USD | US Dollar |
| SGD | Singapore Dollar |
| JPY | Yen |
| CNY | Chinese Yuan |
| EUR | Euro |
At least one currency must stay selected.
Default Currency is chosen from the currencies you ticked. It is the currency selected automatically for each new transaction: quotations, invoices to customers, documents to vendors, and the accounting journal.
Company logo
Section titled “Company logo”The Company Logo card is on the side panel. Click the logo to upload a JPEG, PNG, WebP, AVIF, or HEIC image. The logo is saved as soon as the upload finishes. You do not need to click Save changes for the logo.
The logo is used on invoices, quotations, and the dashboard header. If no logo is uploaded, the card shows initials from the brand name, or from the company name when the brand name is empty.
Workspace
Section titled “Workspace”The Workspace card is read-only. It shows:
| Item | Description |
|---|---|
| Slug | Permanent workspace identifier. |
| Registered | Date the workspace was created. |
| Timezone | Timezone currently saved. |
| Currencies | Currencies currently saved. |
| Default Currency | Default currency currently saved. |
| Company | Company name currently saved. |
The slug cannot be edited on this page.
Saving
Section titled “Saving”Click Save changes at the bottom of the form. The button stays disabled until a field, the timezone, or a currency selection has changed. The logo is the exception: it saves on upload.