Settings

Account Setup

Company Information

Basic Information:

• Company Name: Official Name
• Address: Full Address
• Phone: Contact Number
• Email: Contact Email

Company Logo:

• Upload: Upload your logo
• Format: PNG, JPG, SVG
• Size: Maximum 2MB
• Display: On exports and invoices

Tax Configuration

Change to the Plan:

• Change of country: New tax regime
• Rate update: Tax changes
• Accounts: Change of account numbers

Validation :

• Check the changes
• Save the changes
• Subsequent exports will use the new configuration

General Settings

Language and Localization:

• Interface language: French, English, etc.
• Currency: Main currency
• Time zone: For scheduled exports
• Date format: Display preference

Notifications :

• Notification email: Receive alerts
• Scheduled exports: Success/failure notifications
• Updates: New features

FTP configuration

Server Settings

Login Information:

• Host: FTP server address
• Port: Connection port (21 by default)
• User: Username
• Password: Password (encrypted)

Protocol:

• FTP: Standard connection
• FTPS: Secure FTP (SSL/TLS)
• SFTP: SSH File Transfer Protocol

Advanced Options:

• Destination folder: Target directory
• File name: Name format
• Compression: Automatic ZIP files

Connection Test

1. Configuration: Fill in the settings
2. Test: Click on “Test connection”
3. Validation: Check that the connection is successful
4. Backup: Back up if the test is successful

Subscription Management

Plans Available

Free Plan:

• 5 reports per month
• Manual exports only
• Community support

Basic Plan ($19/month):

• 50 reports per month
• All features
• Email support

Premium Plan ($49/month):

• Unlimited reports
• Priority support
• Advanced features

Subscription Management

Change of Plans :

• Access billing settings
• Select the new plan
• Confirm the change

Billing History:

• Previous invoices
• Payments made
• Next billing

Cancellation:

• Go to your billing settings.
• Click on “Cancel subscription.”
• Confirm the cancellation.