Company Settings

Your company record: name and type, address, branding and logo, financial year, and the danger zone. These details are what print on documents and what other settings build on.

Choose the default currency for new invoices and quotations, reorder the currency list, and hide the currencies you never trade in.

Maintain the payment terms that calculate a document due date, plus the delivery terms and delivery day options offered on sales and purchase documents.

Runs a read-only health check over your books, looking for things like missing journal entries and unlinked ledger accounts, and reports what it finds. Nothing changes until you confirm a fix.

Invite team members and auditors, see how many seats your plan allows and how many are used, and manage each person role and status.

Review the permissions held by each system role, adjust a system role for your own company, and create custom roles with a specific set of permissions.

Turn optional modules on or off for your company, and choose which of a module menus everyone sees. Core modules are always included and cannot be disabled.

Rename the core entities to match your industry, for example calling employees instructors or customers clients. The words you set here are used throughout the app.

Maintain the places you operate from - test centres, pickup points and offices - with their city, code and status, and see which staff are attached to each.

An audit record of every change made in this company - who did it, what record it touched and when - with filters by record type, action, user, field and date, plus a CSV export.

Changes a connected AI assistant has proposed for this company, waiting for a person to approve or reject them. Nothing in the list has been saved yet.

Create and manage the coloured tags used to categorise invoices, expenses, purchases and other records, and see how often each one is used.

Add your own fields to records such as products, customers, vendors and employees, and to sales and purchase documents. Industry templates can create a starter set in one step.

Maintain the tax rates your documents can use, including custom tax types, each with a code, a percentage rate, a category and an active or inactive status.

Define the ways money is received and paid - cash, bank, card and so on - link each to a ledger account, and choose which appear when receiving and when paying.

Set up the additional charges that can be added to sales and purchase documents - freight, packing and similar - with whether they are taxable and which accounts they post to.

Configure the automatic emails chasing overdue invoices - how many days after the due date each reminder goes, how many are sent in total, and what they include.

Decide what gets chased, how often, and over which channel. Each reminder type has its own switch, channels and schedule, and some go to your team rather than to customers.

Define extra dimensions - classes, departments, locations - that transactions can be tagged against, each with its own list of options.

Four tabs covering invoice numbering, document defaults, saved signatures, and the notes and terms that print on your documents.

Switch on batch number, expiry date, manufacturing date and MRP tracking for your stock. Each adds a field to purchase and sales line items.

Set up how the company sends email, and connect Google, Microsoft or Apple accounts for two-way calendar and email synchronisation.

Automate actions off the back of business events. Each rule pairs a trigger with one or more actions, and can be switched on or off from the list.

Set the printing behaviour for each document type - which template, paper size and orientation, which printer, how many copies, and options such as direct printing or roll paper.

Design and manage the templates your documents print with - invoices, quotations, estimates, receipts, payslips, purchase orders, delivery notes, challans, work orders and product labels.

Browse and connect external services, grouped by category, with counts of what is connected, available, currently syncing, and in error.

Create and manage API credentials for external integrations, and read off the integration details an outside developer will ask for, including your company slug and endpoints.

Deploy and manage the local sync agents that connect on-site equipment such as biometric devices and Tally to your company, and see which machines are running which version.

Download the Laabam ERP desktop application, manage its licences, and see which computers are running it. Other platforms appear here when a build is published for them.

Every mobile and desktop device signed in to your company, with who is using it, its app version, whether it is online, and where it is. Location tracking is a separate opt-in.

The endpoint addresses external services post back to, so status updates reach your company in real time. Copy a URL and configure it in the provider own dashboard.

Create and manage licence keys for Laabam Classic desktop installations, see which machine each key is bound to, and check the limits your subscription allows.

Configure the gateways that let customers pay invoices online. Each card shows the currencies and countries it supports and whether it is live or in test mode.