Before you start entering transactions, it is worth setting up your business identity and a few defaults. These live in Settings, reachable from the main menu. You do not have to complete everything now, but the sections below are the ones that shape how the rest of the app behaves.

Organization details

Under Settings → Organization, enter the information that appears on your printed documents and around the app:

  • Organization Name (required), plus email, address, telephone, mobile, and fax.
  • Branding logos: upload a full logo (wide, for document headers) and an icon logo (square). Accepted formats are PNG, JPG, and WEBP, up to 2 MB. If you skip these, ZyncLedger uses default branding.

General settings

Under Settings → General, two settings control your financial periods:

  • Fiscal year start month: the month your financial year begins. This drives how reports group periods.
  • Ledger close date: a cut-off date. Transactions dated on or before it cannot be created, edited, or deleted, which protects finalised periods. If you leave it blank, transactions older than 30 days are protected by default. There is more on this under Operations → Ledger close.

Currency

ZyncLedger runs in a single currency per business. Under Settings → Currency you choose that currency.

What the currency setting actually does

The currency selection is used for the amount in words printed on your documents (for example "… Rupees and … Cents Only"). ZyncLedger does not convert between currencies, so there is no exchange-rate handling.

Your defaults

Under Settings → Defaults, set the values ZyncLedger pre-fills on new transactions, so you type less every day:

  • Default date for new transactions: today's date, or the last date you entered.
  • Default location, branch, and sales rep.
  • Default payment terms and payment method.
  • Default receivable and payable accounts.

Tip

Set your defaults once and most new-transaction screens open already filled with the right location, accounts, and terms. You can always change them on an individual transaction.

The ZyncLedger organization settings screen
Settings is where your business identity, financial year, currency, and defaults live.