Account Settings

The Account Settings page holds your business details that appear on invoices and documents, the system configuration such as currency, language and date format, and the account owner’s details such as name, email and password. This article explains every field on the page, and how to change the main user’s name, email and password.

How to get there

• Direct link: Account Settings
• From the menu: click Settings, then Account Settings.
• To change the email or password directly, click the account name at the top of the page, then Change Email or Change Password.

Steps: edit the account settings

1. Open Account Settings.
2. Choose the section from the side menu: Business Details, System Configuration or Admin Profile.
3. Edit the fields you need.
4. Click Save at the top of the page. The message Your settings have been updated. appears. To cancel your changes without saving, click Discard.

Change the owner’s name, email and password

Change the main user’s name

1. Open Account Settings, then click Admin Profile in the side menu.
2. Edit the First Name and Last Name.
3. Click Save. The main user’s name changes across the whole system.

Change the owner’s email

1. In the Owner Profile section, click Change Owner Email.
2. Enter the Current Password and the New Email Address.
3. Click Save. The message The Email address has been saved appears, and from now on you use the new email to log in.

Change the owner’s password

1. In the Owner Profile section, click Change Owner Password.
2. Enter the Current Password, then the New Password, then Confirm Password.
3. Click Save. The owner’s open login sessions are closed, so log in with the new password.

Change the mobile number

The Mobile field can’t be edited directly. Click the pencil icon next to it, and complete the Change Mobile Number steps in the window that appears.

Fields and sections explained

Business Details

Define name, logo, contacts, and address details for invoicing and tax compliance.

Field	Description	Required	Shown when
Business Name	The name as it appears on invoices, receipts and customer-facing documents.	Yes	Always
Logo	The business logo that appears on invoices, receipts, email templates and customer-facing documents. Drag the image into the field or click select from your device. Allowed formats: JPG, GIF and PNG; maximum file size 5 MB. To view or delete the current logo, hover over it and click the view or delete icon.	No	Always
Mobile	The mobile number registered for the account, with the country code. View-only; to change it, click the pencil icon next to it and complete the Change Mobile Number steps. It’s used in payment details and can appear on invoices and receipts.	—	Always
Phone	An additional contact number. Choose the country code from the list, then enter the number. It can appear on invoices, receipts and customer-facing documents.	No	Always
Building Number	Part of the official business address.	No	Depending on the country (such as Saudi Arabia)
Street Name	Part of the official business address.	No	Always
Secondary No.	Part of the official business address.	No	Depending on the country (such as Saudi Arabia)
District	Part of the official business address.	No	Always
City	Part of the official business address.	No	Always
Postal Code	Part of the official business address.	No	Always
Short Address	The short national address.	No	Depending on the country (such as Saudi Arabia)
Country	The country whose number formats, tax formats and e-invoicing settings apply. View-only; it can’t be changed from this page.	—	Always
Tax ID	Printed on invoices for tax compliance and to confirm the business’s identity to customers. The field name changes by country. In Saudi Arabia it must be 15 digits starting and ending with 3.	No	Depending on the country
Identifier Type	The type of identification number sent to ZATCA with e-invoices. Options: Commercial Registration, MOMRAH License, MHRSD License, MISA License, 700 Number, Tax Identification Number, National ID, Iqama Number, GCC ID, Passport Number, Other. The name of the next field changes to match the selected type. It’s saved for the current branch.	No	When the country is Saudi Arabia
C.R / Unified Number	Used for the legal identification of the business, and appears on invoices and official documents. The field name changes by country and identifier type. In Saudi Arabia it must be 10 digits.	No	Depending on the country

System Configuration

Set the default currency, formats, and interface language.

Field	Description	Required	Shown when
Default Currency	The system’s base currency used in accounting and invoicing. It can’t be changed once any financial transactions are recorded, but you can issue invoices in other currencies, and their values are converted to the base currency in journal entries and reports according to exchange rates.	Yes	Always
Manage Currency Rates	A button next to the default currency that opens the exchange rates and currencies screen in a new tab.	—	Always
Negative Accounting Values Format	How negative values are displayed in financial records and reports, such as -19.66 or (19.66).	Yes	Always
System Language	The owner’s interface language. Changing it changes the names the default accounts are shown with in the chart of accounts. Other users’ language is changed from their records in Staff.	Yes	Always
First Day Of The Week	The day the week starts on in schedules and reports.	No	Always
Date Format	How dates are displayed in the system and reports, such as dd/mm/yyyy.	Yes	Always
Time Zone	The time zone used to record the time of all transactions, such as (UTC+03:00) Riyadh.	Yes	Always
Document Preview Method	How printable documents are displayed: Browser to show them directly in the browser, or through a built-in PDF viewer. It applies to all branches.	No	Always

Owner Profile

Manage the owner’s personal information and security settings.

Field	Description	Required	Shown when
First Name	The first name of the account owner (the main user). It appears in the profile, activity logs and account billing pages.	Yes	Always
Last Name	The account owner’s last name.	Yes	Always
Email	The main email used for the owner’s login and for receiving system notifications. View-only.	—	Always
Change Owner Email	A button that opens the Change Email window to change the login email after entering the current password.	—	Always
Change Owner Password	A button that opens the Change Password window to change the owner’s password.	—	Always

Page buttons

Button	Description
Save	Saves all changes in the three sections. Shortcut: Ctrl + Enter.
Discard	Closes the page without saving changes.

Rules and restrictions

• You can’t change the Country, Email or Mobile with the Save button on this page. The email and mobile have their own change windows.
• You can’t change the Default Currency after financial transactions are recorded.
• The Tax ID or the commercial registration field may be locked in some cases, so changes to them aren’t saved.
• Changing the email or password requires entering the Current Password.
• The new password can’t be the same as the current password, and you can’t use an email registered to another account.
• If you try to leave the page with unsaved changes, the browser asks you to confirm leaving.

Error messages and solutions

Cause	Message	Solution
The user isn’t the account owner and doesn’t have the Edit General Settings permission.	You are not allowed to view this page	Ask the account owner to add the permission to your role from Roles.
A required field, such as Business Name or First Name, was left empty.	Required	Fill in the field, then click Save.
The password entered when changing the email is incorrect.	The password is incorrect	Enter the correct current password.
The new email is registered to another account.	This account is already registered before, make sure you have entered the correct details or you can try to…	Use another email that isn’t registered.
The new email’s format is invalid.	Please enter a valid email address	Enter the email in a valid format, such as name@example.com.
The current password is incorrect when changing the password.	Current Password incorrect	Enter the correct current password.
Confirm Password doesn’t match the New Password.	Not match	Enter the same new password in both fields.
The new password is the same as the current password.	You can’t use current password as new password	Choose a different password.

Effect on the system

• Name: the main user’s name is updated as soon as you save, and the new name appears in the profile and activity logs.
• Email: the new email becomes the login email and the email that receives notifications.
• Password: all the owner’s open login sessions are closed, and you need to log in again.
• Business details and logo: they appear on documents you print or send after saving.
• Interface language: the default account names in the chart of accounts change to the new language.
• Changes are recorded in the account’s activity log.

Related cases and settings

• Country: determines the names of the tax and commercial number fields, the address fields, and their validation rules. In Saudi Arabia, the Identifier Type field for e-invoicing appears.
• Branches: Document Preview Method applies to all branches, and Identifier Type is saved for the current branch only.
• A user other than the owner: users with the Edit General Settings permission can open and save the page, which changes the main user’s name, not their own.

FAQ

How do I change the main user’s name?

Open Account Settings, click Admin Profile, edit the First Name and Last Name, then click Save. If you mean the email you log in with, click Change Owner Email in the same section.

How do I change the name of another staff member or user?

The Account Settings page changes only the main user’s name. To change another user’s name, edit their details from Staff.

Why can’t I edit the email directly in the field?

Because changing the email requires password verification. Click Change Owner Email.

Why can’t I change the default currency?

Because the default currency is locked once financial transactions are recorded. You can issue invoices in other currencies, and manage exchange rates from Manage Currency Rates.

Why can’t I change the country?

The Country field is view-only on this page, because it determines the account’s tax and e-invoicing settings.

Why was I logged out after changing the password?

Because changing the password closes all the owner’s open login sessions to protect the account. Log in with the new password.