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.

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