The Settings section is the nerve center where you can customize Casserole.pro to meet your company's specific needs. Here's an overview of the main configuration options:
General configuration
In the General menu, you can :
Define your company details (name, address, logo), ensuring that this information is displayed in the software.
Configure the numbering system for each section, to follow a sequence adapted to your needs.
Customized chart of accounts
For optimum financial management, the chart of accounts is fully configurable:
Define income categories.
Configure tax accounts.
Add taxes directly via this interface.
List definition
In the Settings menu, you can customize the following lists:
Activities
Company categories
Company activity sectors
Departments
Project phases:
To be invoiced
In progress
Pending
Items
Fee types
Pricing
The Pricing menu allows you to manage your price lists:
Fee schedules: pricing logic by activity.
Fee schedules: pricing logic by fee type.
Customize quotes and invoices
In the Quotes and Invoices menu, customize your PDF documents:
Choose the paper format for your quotes and invoices.
Configure tax display.
Add footnotes.
Set a due date for your invoices, facilitating payment management.
In a nutshell
The Settings section is the command center of Casserole.pro, offering complete customization to suit your needs. Using the available options, you can configure the software to meet the unique requirements of your business and optimize your experience.