Step-by-Step Guide to Configuring Your Company and GST Settings on the Dashboard

STEP 1: Click on "Settings" to Access Configuration Options

• Navigate to the left sidebar of the dashboard.
• Click on the Settings link to open the settings menu.
• Ensure you are on the correct page before proceeding to the next step.
• This action will lead you to the configuration options for your account.

STEP 2: Click on "App Settings" to Access Company Configuration

• Click on the App Settings link in the sidebar.
• Ensure you are on the Company Settings page.
• Fill in the required fields marked with an asterisk (*):
  • Company Name
  • Company Phone
  • Company Email
• Optionally, provide the Company Website.
• Click Save to apply changes.

STEP 3: Click on "GST Settings" to Access GST Configuration

• Navigate to the "GST Settings" tab in the App Settings.
• Ensure you review the following input fields:
  • Date Format: Choose your preferred date format.
  • Time Format: Select the desired time format.
  • Datatable Row Limit: Specify the number of rows to display.
  • Default Timezone: Set your default timezone.
  • Default Currency: Choose your default currency.
  • Language: Select your preferred language.
• Click "Save" to apply changes.

STEP 4: Select "Is your business registered for GST?"

• Click on the option "Is your business registered for GST?" in the highlighted area.
• Ensure to select either "Yes" or "No" based on your business status.
• This selection is crucial for proceeding with GST-related configurations.
• After making your selection, continue to the next step to enter your GSTIN number.

STEP 5: Enter "GSTIN" Number

• Click on the "GSTIN" field (marked with a red border).
• Ensure the field is marked with an asterisk (*) indicating it's required.
• Input your GSTIN number in the provided space.
• Proceed to the next step by entering the "Business Legal Name."

STEP 6: Enter "Business Legal Name"

• Click on the "Business Legal Name" field highlighted in red.
• Ensure the field is empty before entering your business's legal name.
• This field is mandatory, indicated by the asterisk (*).
• After entering the name, proceed to the next step by filling in the "Business Trade Name."

STEP 7: Enter "Business Trade Name"

• Click on the "Business Trade Name" field highlighted in red.
• Input the trade name of your business.
• Ensure all required fields marked with an asterisk (*) are filled out.
• Review your entries before proceeding to the next step.

STEP 8: Enter "GST Registered Date"

• Click on the highlighted area labeled "GST Registered On" to input the date.
• Ensure the date format is correct (YYYY-MM-DD).
• Review other fields for completeness, especially those marked with an asterisk (*).
• Proceed to the next step by clicking the "Save" button.

STEP 9: Click on "Save" to Finalize GST Settings

• Ensure all required fields are filled, including GSTIN and GST Registered Date.
• Review the information entered for accuracy.
• Click the Save button at the bottom of the form to save your settings.
• Confirmation of successful saving may appear afterward.