The Business Settings section in Easy Khata allows you to configure advanced business-level preferences. These settings affect how your invoices, stock, tax, currency, and language behave within the app and reports. It's the control center for customizing your business operations.
Why You Should Use the Business Settings Module
Purpose
- Customize the app to match your business workflow
- Enable or disable GST, barcode, and batch-wise inventory as per needs
- Select business currency, language, and regional formatting
- Control how items, stock, and invoices are displayed
- Lock sensitive modules or enable approval flows
Key Features
- GST Settings – Enable GST, set composition type, auto-calculate tax
- Invoice Preferences – Set default terms, payment mode, footer text, and rounding
- Stock Settings – Track stock with batch/expiry and warehouse options
- Barcode & Item Code – Enable barcode scanning for billing or inventory
- Default Currency – Set INR or other currencies for your reports and billing
- Language Settings – Choose app display language (English, Hindi, etc.)
- Enable/Disable Modules – Control feature visibility based on your use case
Step-by-Step Instructions
A. Access Business Settings
- Go to Settings > Business Settings
- You’ll see grouped tabs like Invoicing, Inventory, GST, Preferences
B. Configure Invoice & Tax Preferences
- Open the Invoice Settings tab
- Select your invoice type, default due days, and footer text
- Go to the GST Settings tab and enable tax options as per your registration
C. Enable Inventory Features
- In Stock Settings, toggle batch-wise, warehouse, or serial tracking
- Enable Low Stock Alerts if needed
D. Choose Language & Currency
- Go to Preferences or Regional Settings
- Select your preferred app language
- Choose a default currency like INR, USD, etc.
E. Apply Advanced Settings
- Enable or disable access to specific modules (like CRM or Payroll)
- Use toggle switches to set advanced behaviors (auto-numbering, item sorting, etc.)
Best Practices
- Always review your GST settings for compliance
- Turn off batch tracking if your items don’t expire
- Choose a language your team understands to avoid confusion
- Use default invoice terms to speed up billing
- Review business settings quarterly to match operational changes
Conclusion
The Business Settings module is your control panel for personalizing Easy Khata to your exact needs. With simple toggles and options, you can create a setup that supports your business structure, compliance, and workflow.
Call to Action
Go to Settings > Business Settings now and tailor Easy Khata to your unique business requirements.