Set Up Your Company Profile
This is the very first thing to do after signing up — it takes about five minutes and unlocks the rest of Biznsbook.
1. Basic company details
- Go to Company Settings → Profile.
- Enter your company name, address, and contact details — these appear on invoices and printed documents.
- Set your base currency. This cannot be changed later without support involvement, so double-check it.
- Set your fiscal year start month.
2. Choose your modules
Biznsbook is modular — you only pay for and see what you enable.
| If your business... | Enable |
|---|---|
| Sells physical products | Inventory |
| Has more than one storage location | Inventory + Warehouse Management |
| Makes products from raw materials | Manufacturing |
| Runs a retail counter or restaurant | POS |
| Needs payroll and leave tracking | HRMS (+ Payroll add-on) |
| Needs formal tax filing tools | Taxation |
:::info You can always add more later Enabling a new module never affects your existing data — it just adds new menus. Most customers start with Inventory + Accounting and expand from there. :::
3. Invite your team
- Go to Settings → Users & Roles.
- Click Invite user, enter their email, and assign a role (e.g. Inventory Manager, Accountant, Cashier).
- Each role controls exactly which menus and actions that person sees — you can fine-tune this any time.