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Business Profile Settings

Customize each of your business profiles with S-E-Ledger’s flexible Business Profile Settings. You can easily update company information such as business name, logo, tax details, and address, ensuring that your invoices and reports reflect the correct branding and legal information. This section also allows you to set default currency, payment terms, and tax rates for each business, streamlining your invoicing process and keeping operations consistent.

User Management and Permissions

Take control of who can access your data with comprehensive User Management and Permissions settings. S-E-Ledger allows you to add and manage multiple users, each with customizable roles and permissions. Grant specific access rights based on job responsibilities, ensuring that sensitive financial information is protected. Whether it’s giving managers full access or limiting staff to view-only roles, this feature ensures secure collaboration within your organization.

Email Notification Settings

Optimize your payment follow-ups with S-E-Ledger’s Email Notification Settings. This section provides you with flexible options to manage automated payment reminders for your clients:
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Select Clinents for alerts:Choose which clients should receive automated payment reminders, allowing you to tailor notifications to specific accounts.
Toggle Alerts On and Off for Individual Clients:Toggle Alerts On and Off for Individual Clients: Easily enable or disable email alerts for individual clients as needed, giving you control over your communication preferences.
Use Default or Customize the Template: Use Default or Customize the Template: Select between using the default email template or customizing it to match your brand’s voice and style, ensuring your reminders are both effective and on-brand.
Send Invoice PDF Attachment or Disable It: Send Invoice PDF Attachment or Disable It: Decide whether to include a PDF attachment of the invoice in your reminder emails or turn off the attachment option, based on your clients’ preferences and needs.