Settings
Settings is where admins manage the organisation: profile, who can use which apps, logos on documents, your Bebaak plan and invoices, the audit log and AI.
Finding your way around
- Left menu → Settings: Organisation, Users & app access, Branding, Subscription & billing, Activity log, Terms, AI. Most pages are for admins.
In this area
- How to update your organisation profile
- How to manage users and access levels
- How to choose which apps each person sees
- How to upload logos and set default-logo rules
- How to see your plan and pay Bebaak
- How to use the activity log
- How to see who accepted which terms
- How to find any setting
- How a settings section page works
- How to set your organisation profile
- How to add branches, stores, factories and warehouses
- How to set fiscal year, currency and formats
- How to add logos and default rules
- How to set colours, letterhead and signature
- How to set approval rules, the authority matrix and delegation
- How to set GST and e-invoicing
- How to record your Letter of Undertaking (LUT)
- How to set TDS/TCS, PF/ESI and professional tax
- How to set sales preferences
- How to set purchase preferences
- How to set item and stock preferences
- How to set banking preferences
- How to set Counter and store preferences
- How to set Make preferences
- How to set People preferences
- How to set Nazar and working-capital preferences
- How to set Kagaz preferences
- How to turn on Bebaak AI for your organisation
- How to set number series
- How to edit print, email and message templates
- How to add custom fields and lists
- How to set up simple automation
- How to choose your notifications
- How to set up integrations
- How to set security: two-factor, passwords and sessions
- How to import, export and manage data
- Where to find API documentation, keys and webhooks
37 step-by-step guides
How to update your organisation profile
Organisation profile, GSTIN, addresses, financial year and whether your books are on Bebaak.
How to manage users and access levels
Invite users, set Admin / Accountant / Viewer access, and deactivate people who leave — within your plan's seat limit.
How to choose which apps each person sees
Your organisation buys apps; each person only sees the apps you tick for them.
How to upload logos and set default-logo rules
Upload more than one logo (for each brand, document type or customer group) and decide which logo prints where.
How to see your plan and pay Bebaak
Your plan, apps, monthly fee, invoices from Bebaak and how to pay.
How to use the activity log
The audit log: who did what and when — logins, documents created, submitted, cancelled, exports and settings changes.
How to see who accepted which terms
Which Client Terms version each user accepted and when.
How to find any setting
All settings by category, with search, a health check and recommendations.
How a settings section page works
Every settings section opens on the same kind of page: the fields, Save, Cancel and related sections.
How to set your organisation profile
Legal name, entity type, PAN, GSTINs, CIN / LLPIN and addresses.
How to add branches, stores, factories and warehouses
Your branches and locations — each can have its own GSTIN, address and warehouse.
How to set fiscal year, currency and formats
Fiscal year start, currencies, time zone, and date and number formats.
How to add logos and default rules
Several logos with default rules by brand, document and customer group.
How to set colours, letterhead and signature
Brand colours, letterhead text, email signature and document theme.
How to set approval rules, the authority matrix and delegation
Approval rules, authority matrix (delegation of financial powers), delegations, segregation of duties and reminders.
How to set GST and e-invoicing
GST registrations, e-invoice / e-way bill, LUT and HSN defaults.
How to record your Letter of Undertaking (LUT)
Record your LUT (ARN and validity) so exports and SEZ supplies are invoiced without IGST.
How to set TDS/TCS, PF/ESI and professional tax
Sections you deduct under, statutory codes and the professional-tax state.
How to set sales preferences
Quote validity, numbering, terms and discounts.
How to set purchase preferences
PO terms and three-way match.
How to set item and stock preferences
Valuation, negative stock, units, batches and buffers.
How to set banking preferences
Statement formats and auto-matching.
How to set Counter and store preferences
Stores and formats (COCO / FOFO / …), terminals, shifts and discount limits.
How to set Make preferences
Backflush, overheads and quality.
How to set People preferences
Salary structure, leave policy, attendance rules and holiday list.
How to set Nazar and working-capital preferences
Borrowing-cost override, dead-stock days and KPI targets.
How to set Kagaz preferences
Retention and expiry reminders.
How to turn on Bebaak AI for your organisation
Bebaak AI works only when both are true: Bebaak has made the service available (this is still pending — Bebaak AI is in early access), and your organisation admin has opted in under Settings → AI after reading the consent note.
How to set number series
Invoice and document numbers per document type and branch.
How to edit print, email and message templates
PDF templates, email and WhatsApp/SMS messages with merge fields.
How to add custom fields and lists
Extra fields on key documents (safe types), payment terms and reasons.
How to set up simple automation
Simple workflow rules, scheduled reports and payment reminders.
How to choose your notifications
How Bebaak reaches you about approvals and reminders: email, push on this phone or computer, a daily digest and quiet hours. Applies to you only.
How to set up integrations
Email identity, payment gateways, bank formats, Tally / Zoho import, WhatsApp, webhooks and API keys.
How to set security: two-factor, passwords and sessions
Two-factor sign-in, password policy, sessions, sign-in history and IP allow-list.
How to import, export and manage data
Import and export, backups, recycle bin, activity log and storage.
Where to find API documentation, keys and webhooks
API documentation, keys and webhooks.
Can't find it?
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