Settings
Settings is where you configure the company - its profile, IRD connection, how invoices are numbered, your tax defaults, and who can log in. Most of this is set once during onboarding; a few items lock for compliance once you go live. This page covers each tab.
Settings is usually limited to the company admin role. If you cannot see a tab, your role does not grant it.
On this page: Company Profile · IRD Credentials · Invoice Numbering · Tax Settings · Users · Fiscal Year & more
Company Profile
Your company and software-vendor details that print on documents and were registered with the IRD. On the hosted service these are kept in step with what your provider registered; the parts you most often check are the firm name, PAN, address and contacts.
| Field | What it is |
|---|---|
| Firm Name | Your registered business name, as printed on bills. |
| PAN | Your business's 9-digit PAN. This is a locked, compliance-critical value. |
| Address / Phone | Your business address and phone for documents. |
| Contact Person / Email / Website | Your business contacts. |
| Software block | The billing software's name, version and technology - details the IRD records about the system issuing your bills. You rarely change these. |
| Infrastructure block | Hosting details (data centre, SSL, multi-tenancy) recorded for IRD registration. |
The company PAN is part of your IRD registration and cannot be changed here once approved - it appears on every signed bill. To correct it, your provider applies an approved configuration override.
IRD Credentials
The login your system uses to report bills to the IRD CBMS portal.
| Field | Required | What to enter |
|---|---|---|
| IRD Username text | Yes | The CBMS username issued to your business by the IRD. |
| IRD Password password | Yes | The CBMS password. It is stored encrypted and never shown back - leave blank when editing to keep the existing one, or type a new value to replace it. |
| Seller PAN text | Yes | Your 9-digit PAN as registered with CBMS - must match your IRD account. |
| Environment select | Yes | Test (CBMS Test) while practising, Production for real filing. Use Test until you are ready to go live. |
After entering credentials, use the test connection action to confirm the IRD accepts them before you rely on automatic sync. See IRD / CBMS Sync.
Invoice Numbering
How invoice numbers are formed. Set this before you issue your first bill.
| Field | Required | What to enter |
|---|---|---|
| Prefix text | Optional | Text before the number, for example INV-. |
| Suffix text | Optional | Text after the number, if you want one. |
| Padding (digits) number | Yes | How many digits the running number is padded to - 6 gives 000001. |
| Include Fiscal Year checkbox | Optional | Tick to put the fiscal year into the number. |
| Locked (already issued) read-only | Auto | Shows whether numbering is frozen. Once you have issued an invoice in a fiscal year, the format locks so the sequence stays consistent. |
After the first bill of a fiscal year is issued, the numbering format is locked. Get the prefix and padding right during setup.
Tax Settings
| Field | Required | What to enter |
|---|---|---|
| Default VAT Rate amount | Yes | The rate used when a line has no specific tax code - 0.13 for 13%. A decimal between 0 and 1. Affects new invoices only. |
| Rounding Strategy select | Yes | How amounts are rounded: Per line (default), Per document, or Nearest rupee. Pick the one your accountant prefers and keep it consistent. |
Users
Add the people who log in, and set what each can do.
| Field | Required | What to enter |
|---|---|---|
| Username text | Yes | The login name. Set at creation and not changeable afterwards. |
| Full Name text | Yes | The person's name, shown in audit logs. |
| Email email | Yes | Their email - used for password resets. |
| Role select | Yes | What they can do: Admin (everything, including settings and users), Creator (raise documents), or Report Viewer (read and run reports only). |
| Password password | Yes | Set when creating the user - at least 8 characters. It is stored securely and never shown back. |
| Active checkbox | Optional | Untick to disable a user's login without deleting them (when editing). |
Give each person the lowest role that lets them do their job - Report Viewer for someone who only needs numbers, Creator for billers, Admin only for those who manage the company. Disable leavers with the Active switch rather than deleting them, so their audit trail stays intact.
Fiscal Year, Signing Key and more
The Settings menu also has a few specialist items:
- Fiscal Year
- The current Nepali fiscal year your documents are numbered in. Rolling to a new year restarts numbering. See Fiscal year and numbering.
- Signing Key
- The digital key that signs your documents so they can be verified. It is managed for you; you normally never touch it.
- Tax / Exemptions
- The default VAT rate and rounding above, plus the exemption categories used on lines.
- The settings used to email invoices and receipts to customers.
- Payment Gateways
- Online payment options, where your provider has enabled them.
- Print Templates
- The print layout and logo - covered in Print Setup.