Can I change the currency later?

The base currency should be set before the first transaction. For bookings in another currency, use the currency option on Goods Invoice Value and add that currency under Settings › Currencies.

Where do tax rates go?

Settings › Tax Rates. Add each GST or VAT rate you charge once; invoices, fuel entries and expenses pick from that list.

Docs · Getting started · How-to

Set up your company profile

You will have the company name, address, tax registration, currency, logo, signature and terms saved once, so every LR, invoice and receipt prints with them without retyping.

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Settings › Company is the one screen that every printed document reads from. The logo, the address block, the TRN, the signature and the terms on an LR or invoice all come from here. Set it before the first booking, because documents printed earlier will not pick up what you add later.

The same screen also holds company-wide switches: the base currency, rounding, decimals, date format, time zone and whether drivers may use the mobile app.

Before You Start

You are signed in with an admin role that can open Settings.
Your logo as an image file and, if you want it printed, a scan of the authorised signature.
Your tax registration number (TRN, GSTIN, VAT number or the equivalent in your country).

Steps

Open Settings › Company.
Fill in Company Name, Address, Phone, Email, City, State and Country. These are required and form the header block on printed documents.
Enter the TRN and choose the Business Type and Proprietor Name if they apply. TRN is the label for your tax registration whatever the country calls it.
Set the Currency, Round off, No. of Decimal, Date Format, Time Zone and Locale. The currency here is the base currency for the books. Other currencies for goods values are added under Settings › Currencies.
Pick a Default Bank and, if most bookings are for one customer, a Default Customer. The default bank is pre-selected on payments; the default customer is pre-selected on new bookings.
Upload the Company Logo and Digital Signature, and paste your Terms and Conditions. All three print on the LR and on invoices.
Tick Enable Driver Mobile App if drivers will use the app, and leave Is Active ticked. Save.
Open Settings › Financial Year, add the current year with From and To dates and click Set Active. Numbering and the dashboard run on this year.

Fields On This Screen

Field	What to enter	Required
Company Name	Legal or trading name as it should print	Yes
Address, City, State, Country	Registered address for the document header	Yes
Phone, Email	Contact shown on documents	Yes
TRN	Tax registration number	If registered
Currency	Base currency for all books	Yes
Round off, No. of Decimal	How totals are rounded and shown	No
Default Customer, Default Bank	Pre-selected on new bookings and payments	No
Business Type, Proprietor Name, Website	Extra header details	No
Date Format, Time Zone, Locale	How dates and numbers display	No
Enable Driver Mobile App	Company-wide switch for the driver app	No
Terms and Conditions	Text printed at the foot of LRs and invoices	No
Digital Signature, Company Logo	Images printed on documents	No

What This Changes

Every LR, invoice, receipt and quotation printed from now on carries the header, logo, signature and terms you saved.
The base Currency sets the currency of every ledger in Books. Change it before any transaction exists, not after.
Enable Driver Mobile App makes the per-driver Enable Mobile App switch effective; without it no driver can sign in to the app.
The active Financial Year becomes the default on the Dashboard selector and the list filters.

Tips

Keep the logo small and wide; a tall logo pushes the LR header down.
If your country uses a different word for TRN, the label can still be read as your tax registration; the country guides cover the specifics.
Prefixes such as LR, inv and PAY are set per voucher type in Settings › Invoice Settings. Change the Start Index there before the first document if you are continuing a numbering series from your old system.

Frequently asked questions

Need Help?

Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.