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Clientlly
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Module

Organization settings and administration

Configure once — numbering, templates, roles, tax and locale.

Start free trial 23 capabilities · 5 areas
  • Identity and localeCompany identity, address, contacts, logo, and branding3
  • Finance configurationVAT regime, VAT thresholds, tax periods, and pricing mode3
  • Structure and accessDepartments, positions, warehouses, and units3

What’s included

Everything in Organization settings and administration

23 documented capabilities across 5 areas.

Identity and locale

3
  • Company identity, address, contacts, logo, and branding
  • Regional, language, locale, currency, and time-zone settings
  • Payment terms and preferred payment methods

Finance configuration

3
  • VAT regime, VAT thresholds, tax periods, and pricing mode
  • Bank accounts and opening balances
  • Expense, service, product, and document categories

Structure and access

3
  • Departments, positions, warehouses, and units
  • Users, invitations, user status, and seat limits
  • Role and permission configuration

Documents and comms

7
  • Document numbering and prefixes
  • Invoice, offer, contract, and expense templates
  • Print styling and fiscal-printer settings
  • Client portal configuration
  • Email governance
  • Notification preferences
  • Electronic-signature settings

Enterprise controls

7
  • Approval workflows for sensitive settings
  • Version history and settings restoration
  • Enterprise settings import/export
  • Dashboard preferences and idle logout
  • Data imports and accounting backfill
  • GDPR data export
  • Organization deletion with grace-period handling

Bring your business workflows together

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