Settings overview
You will know which Settings tab holds each switch, list and default, and where user accounts live, so you can find the right screen before you change anything.
Settings is one screen with a tab for every company-wide list and default: who you are, how numbers are formatted, which taxes exist, how vouchers are numbered, which financial year is open and what the driver app does. Almost every form in the app reads from one of these tabs.
User accounts are not under Settings. They have their own menu entry, Users, where you add people, pick their Role and reset passwords.
The Settings Tabs
Tab | What it controls | Read more |
|---|---|---|
Company | Name, address, Currency, Round off, No. of Decimal, Date Format, Time Zone, TRN, logo, Terms and Conditions, Enable Driver Mobile App | Company profile and branding |
Currencies | The list of currencies (Name, Symbol) available in the company and on bookings | Currencies |
Tax Rates | Named rates such as GST or VAT percentages used on invoices, fuel, services and expenses | Tax rates and tax groups |
Payment Type | Payment methods (cash, bank, card, petty cash) mapped to a cash or bank account | Payment types |
Invoice Settings | Start Index, Prefix and Suffix for every voucher type | Invoice and voucher numbering |
Payroll | Opens the payroll run | Payroll hub |
Notification Settings | WhatsApp and Push toggles per event | Notification settings and delivery log |
Notification Delivery Log | Every message sent, with channel, status and errors | Notification settings and delivery log |
Financial Year | From/To dates, the Fiscal Year label and which year is active | Financial years |
Dropdown Values | The option lists behind dropdowns (vehicle types, ownership and so on), per Dropdown Type | Vehicle settings |
Adjustments | Named income or expense adjustments used on bookings and quotations | Adjustments |
Service Tasks and Vehicle Services | Maintenance task names and named service plans with time and odometer frequency | Maintenance hub |
Telematics | GPS vendor accounts that feed Live Tracking | Telematics vendor accounts |
Trip journey | The steps a driver stamps on a trip and how a booking is marked delivered | Trip journey steps |
Document Mapping | Document types per entity with Remind Before days | Document types and remind-before days |
Asset Settings | Position Layouts for tyres and assets, On the books, Dropdown Values | Vehicle settings |
Subscription Details | Current plan, billing cycle and the link to view plans | Subscription details |
The Users Screen
The Users menu entry lists every login for your company: Full Name, Email, Role, Gender, Address and Is Active. Each row has edit, key (password) and delete actions, and Add creates a new user. Switching Is Active off is the usual way to remove access without deleting history.
What To Set Up First
- Company: name, address, Currency, Round off and No. of Decimal, Date Format and Time Zone. These decide how every amount and date is shown.
- Financial Year: create the current year and Set Active, or new bookings and invoices will fall outside the year the lists filter on.
- Tax Rates and Payment Type: at least one rate and one payment type, or invoice, fuel and expense forms cannot be completed.
- Invoice Settings: prefixes and start numbers before the first invoice, because changing them later leaves a gap in the series.
- Users: one login per person, each with a Role. Do not share one login between staff.
How Settings Reach The Rest Of The App
- The Company Currency and decimals shape every amount, print and report.
- Tax Rates appear as the Tax Rate dropdown on Customer Invoice, Supplier Invoice, Fuel Tracking, Vehicle Maintenance and Expenses.
- Payment Types appear wherever money moves: payments, fuel, maintenance, expenses and assets.
- Adjustments appear in Customer Billing on Add Amounts and as line adjustments on Sales Quotations and Purchase Orders.
- Document Mapping decides which rows appear on the Documents tab of every vehicle, driver, customer and supplier.
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.