XFatora

Account Setup

Set up your XFatora workspace with the essentials before daily operations.

Account Setup screenshot 1 Account Setup screenshot 2 Account Setup screenshot 3

What you can do here

  • Configure company profile details and localization preferences for your tenant.
  • Review default numbering and document settings for sales records.
  • Prepare staff accounts and roles for initial access.

Before you start

  • Administrator role or access to Settings is required.
  • Decide on company currency, fiscal year, and tax preferences.
  • Gather your logo and official address details.
  • Review common terms in the glossary if needed.

Step-by-step

  1. Open Settings and update company name, address, and logo.
  2. Set currency, timezone, and date format to match your region.
  3. Review numbering formats for invoices, estimates, and credit notes.
  4. Invite staff and assign roles that match responsibilities.
  5. Confirm department assignments using Tenant Admin & Departments.

Tips & Common mistakes

  • Set naming and numbering conventions before creating records to keep them consistent.
  • Verify time settings so timestamps match your local operations.
  • Limit admin access to a small group of trusted staff.

FAQ

Can I change the currency later?

You can update it, but changing after transactions exist may affect reporting.

Where do I upload a company logo?

Use the company profile section under Settings.

How do I add new staff?

Create staff accounts in People Records and assign roles.

Next steps

Company Settings Users, Roles & Permissions Tenant Admin & Departments CRM & Sales Overview