Settings
Gee Ledger has two types of settings: Business Settings (per-business) and User Settings (your account).
Business Settings
Navigate to Settings in the business sidebar. The settings page has several tabs:
General
- Name — Your business display name
- Description — A brief description
- Currency — Default currency for transactions
- Logo — Upload a logo (JPEG or PNG, max 2 MB) for documents
Contact
- Address — Business address shown on invoices
- Phone — Business phone number
- Tax ID / SST No. — Tax identification number
Details
- Registration No. — Company registration number
- VAT Number — VAT/GST registration
- Website — Business website URL
- Email — Business email
- Company Size — Team size range
- Industry — Business industry
- Classification — e.g., Sole Proprietorship, LLC, Sdn Bhd
Documents
Document customization requires a Pro plan.
- Accent Color — Color for headings and totals on documents
- Footer Text — Custom text at the bottom of documents
- Payment Instructions — Bank details and payment info (rich text editor)
- Number Prefixes — Custom prefixes for invoice, receipt, quote, and credit note numbers
- Field Visibility — Show or hide Tax ID, Location, Reference, and Note fields
- Overdue Reminders — Enable automatic reminder emails and choose day offsets (1, 3, 7, etc.)
Danger Zone
- Delete Business — Permanently delete the business and all its data (owner only)
User Settings
Access from the user menu (bottom of sidebar) → Settings:
Profile
View your display name, email, and profile photo. Your profile is managed by your Google account.
Appearance
Switch between Light, Dark, and System themes.
Notifications
Configure push and in-app notification preferences per notification type.
Related
- Invoicing & Receipts — Document branding in action
- Organizations — Organization-level settings