Organization Settings

Your Organization Profile is the “Birth Certificate” of your business in Sevenledger. It defines who you are, where you are located, and most importantly, how you comply with local tax laws.

To access these settings, navigate to General Settings > Organization.

1. Organization Details

This is where you manage the public face of your company—the details that appear on every invoice and purchase order you generate.

Editing Your Profile

To update your details, click the Edit Organization button on the main dashboard.

Basic Identity

• Organization Name: The legal name of your business (e.g., “Racksumo Multiwarehouse”).
• PAN/VAT Number: Your 9-digit tax identification number. This is crucial for valid billing in Nepal.
• Branding: Upload your company Logo to make your documents look professional.

Localization & Compliance

Sevenledger is built for the local market.

• Calendar Type: Choose between Gregorian (A.D.) or Nepali (B.S.). This setting changes the date pickers across the entire system.
• VAT Registered: Check this box if your business is registered for VAT. This enables tax columns on your invoices.
• IRD Verified: Toggle this if your software instance is connected to the Inland Revenue Department (IRD) for real-time reporting.

Save

Click Update Organization to apply these changes globally.

2. Fiscal Years

Accounting relies on defined time periods. The Fiscal Year settings tell the system when your financial year starts and ends (e.g., Shrawan to Ashad).

To manage this, click the Fiscal Year tab at the top.

Creating a New Fiscal Year

1. Click Add Fiscal Year.
2. Name: Give it a recognizable label (e.g., “82/83”).
3. Date Range: Define the exact Start Date and End Date.
4. Current Year: Check “This is current Fiscal Year” to make this the default range for all your reports and dashboards.

3. Subscriptions & Licenses

Managing your software costs shouldn’t be a mystery. The Subscriptions tab gives you a clear view of your plan, seat usage, and license assignments.

Understanding Your Plan

The dashboard shows your current tier (e.g., “Super Premium Plan”), your total Seats (licenses), and how many are remaining.

Managing User Access

You paid for seats—make sure the right people are using them.

• Assign License: Click this button to grant access to a team member. Select their name from the dropdown list and click Assign.
• Revoke Access: If a staff member leaves or changes roles, click the Revoke button next to their name to free up a seat for someone else.

Upgrading

Need more power?

• Extend Trial / Purchase: Use the buttons to view available plans. You can choose between Starter, Business and Growth plans, with annual billing.