Settings
Learn how to manage Flare's settings, including: chart of accounts, opening balances, taxes, products and services, sales settings, user management (collaboration), company settings, account settings (name and password), email templates and online payments.
- Settings overview
- Flare subscriptions
- Banks - set up bank feeds for auto-download of transactions file
- Chart of accounts overview
- Activate accounts in chart of accounts
- Add accounts or account groups to chart of accounts
- Edit account groups or accounts in chart of accounts
- Opening balances
- Taxes, tax settings overview
- Company tax settings (payroll tax, federal tax, state tax IDs, recoverable sales tax)
- Create sales taxes, create sales tax groups
- Create compound tax
- Edit / delete sales taxes and sales tax groups
- Import customers / import vendors
- Create products and services, edit or delete products and services
- Sales & invoice settings overview
- Create payment terms, edit or delete payment terms
- Custom fields for invoices
- Accept online payments (PayPal)
- User management (collaboration)
- Company settings
- Account settings (first name, last name, change password)
- Fiscal year
- Reset password
- Email templates
