Company Settings

Set up your organisation profile, POS configuration, and inventory integration used across Finance and Point of Sale.

Organisation Profile

The information entered here appears on invoices, reports, and email footers generated by TotalApp. Keep it accurate so every document printed or sent represents your business correctly.

Field	Description
Company Name	Legal name of the business. Appears on invoice headers and email signatures.
Tax / VAT Number	Your tax identification number. Included on tax invoices where required.
Address	Registered business address printed on formal documents.
Phone	Main company contact number shown on customer-facing documents.
Email	Business email address used as the reply-to on outbound mail.
Website	Company URL included in email footers and invoice footers.
Logo	Upload a PNG or SVG. Appears on invoice PDFs and printed receipts.

Import Employees from Members

A one-way, manual import: creates HR Employee records (visible in Personnel and Performance & KPI) from people who have logged into this tenant. Click Show Members to list tenant members by name and email, check the ones you want, then click Import Selected. Members whose email already matches an existing employee are skipped automatically. Imported employees start with blank job details (title, department, etc.) — fill those in from the Personnel screen afterward. Available to Tenant Admin and System Admin only; this is a one-time action, not a continuous sync — running it again only adds members not yet imported.

Point of Sale (POS) Configuration

These settings control how the POS module behaves at the register — tax handling, receipt format, and session management.

Inventory Integration

Option	Description
Enable inventory sync	When on, POS sales automatically decrement stock levels in the Warehouse module.
Low-stock threshold	Number of units remaining before a low-stock warning appears at the register.
Allow selling below zero	Permit sales even when stock reaches zero. Useful for made-to-order items.

Finance Integration

Option	Description
Auto-post sales to accounting	Each closed POS session creates a journal entry in Financial Accounts automatically.
Default income account	The chart-of-accounts code credited for POS revenue.
Default cash account	The asset account debited when cash payments are recorded.
Tax rate	Default VAT/sales-tax percentage applied to items with no individual tax override.

Session Management

Option	Description
Require session open/close	Forces cashiers to open and close a cash drawer session. Enables shift-level cash reconciliation.
Opening float prompt	Ask the cashier to enter starting cash when opening a session.
Auto-close idle session	Closes an open session after a set number of idle minutes to prevent forgotten open registers.
Receipt printer	Select the receipt printer connected to the POS terminal. Supports ESC/POS-compatible printers.

FAQ

Does changing the company name update existing invoices?

No. The company name is embedded at the time an invoice is generated. Existing PDFs are not retroactively updated — only new documents use the updated name.

What image formats are supported for the logo?

PNG (transparent background recommended) and SVG. JPEG is accepted but may show a white background on dark-theme receipts.

Can I run multiple POS terminals with different tax rates?

The Company Settings tax rate is the global default. Individual products can override this rate in the Ecommerce & POS product catalogue.

Does importing members keep syncing automatically?

No. Import Employees from Members is a one-way, manual action — it does not keep running in the background. If someone new logs into the tenant later, open Show Members again and import them explicitly.