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Settings

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Where Sidebar › Settings

Configures your personal preferences — theme and accent colour — and this store's shared defaults: number and date formatting, document numbering, Tally ledger names and the GST and e-way portal reference fields. Which tabs you see is shaped by your role.

Personal versus shared
Theme Mode and Accent Color are yours, on this device only — nobody else in the firm sees the change. Everything else on this page is the store's, and changing it changes it for everyone working in that client.
SCREENSHOT · the Settings tabs, with the number-format and document-numbering panels open

Your Profile

A read-only summary of your account — Name, Email, Role badge, and, when a store is loaded, Current Store. There is nothing to set here.

To change a name, email or role, an auditor uses Users by Client. Everyone else asks their auditor.

Number and date formats

Currency Symbol
₹, $, €, £, ¥, د.إ, ฿ or S$. Every money value re-renders straight away — but statutory documents always use ₹ regardless of this setting.
Number System
Indian grouping (Lakh/Crore — 1,00,000) or International (Million/Billion — 100,000).
Decimal Places
0 to 4 digits after the decimal point on monetary values.
Date Format
DD-MM-YYYY, MM-DD-YYYY or YYYY-MM-DD. Display only — dates are stored in one canonical format, so switching never alters the underlying data.
Rounding Mode asks a question
If the store already has sales, Quillix asks whether to recalculate every existing total to match, or apply the new mode only from here on. The same mode is used for invoice totals, exports and the Tally CSV, so those three can never disagree with each other.

Document numbering

Invoices, credit notes and debit notes each get their own auto-numbering, on three independent sequences that never share numbers.

  1. Turn the switch on for the series you want.
  2. Set Prefix, Suffix, Starting Number and zero-padding to match the series the client already uses.
  3. Edit the Next Invoice Number preview directly to jump the sequence or reset it.
Note
Changing Starting Number only affects documents created after the change, and resets the Next Invoice Number preview to match. It does not renumber anything already raised.

Tally and accounting Auditor, associate

Supply Scope
Goods, Services or Both — decides whether entry forms ask for HSN or SAC codes and whether a stock catalogue applies at all. Choosing manually locks the scope, so auto-detection never silently overrides you afterwards.
Track Inventory — Sales / Purchases
Switches each entry form between stock-tracked mode (items and quantities) and accounting mode (free-text ledger posting, no catalogue). The two are independent — you can track inventory on one side and not the other.
Input GST ledger pattern
Single pool is recommended — the cleanest chart and the easiest 2A/2B reconciliation. Per-category splits gives finer cost-centre reporting at roughly 3× the ledger count.

Tally Ledger Defaults

Customises the Tally Sales / Service / CGST / SGST / IGST ledger names Quillix auto-maps onto new stock items and CSV exports, per GST rate and supply class.

  1. Pick a supply-class tab, then edit any cell. Leaving one blank falls back to the platform default.
  2. Use Reset [class] to defaults to undo your changes for that class.
  3. Download Ledger Masters XLSX or XML to import the current names into Tally.
Buyer category, not just rate
Ledger defaults are set per buyer category as well as per rate — a regular domestic GSTIN buyer and an unregistered B2C cash sale can post to different ledgers at the same GST rate. Most clients want these split: counter sales and credit sales to registered dealers usually sit in different ledgers, and setting it here means the export does it without you touching an invoice.
One auditor-only control
Add Custom GST Rate — for slabs beyond the standard 0/5/12/18/28 — is available to auditors only. Associates can edit existing rate rows but not add new ones.

Portal reference fields Auditor only

GST Portal Username is a store-level reference field — usually the GSTIN or a registered portal username. GSTIN is a 15-digit reference, auto-uppercased as you type, and does not affect tax calculation. E-Way Bill Username is the optional ewaybillgst.gov.in login, used when generating e-way bills from the field.

Passwords are not stored here any more
Both password fields are deliberately not editable from Settings. Set them at Auditor Platform › GST Credentials — see Load Client Data. Portal passwords used to be stored in plaintext per-store settings; that was removed for security, and the encrypted flow is the only path now.

Quillix does not sign in to the portal for you. These are reference fields.

Replay Tutorial, and the reset

  1. Replay Tutorial restarts the guided walkthrough for your role from the beginning. Admins and users can switch between English and Tamil inside the tour.
  2. Reset All Settings to Default restores invoice numbering, rounding, number format and portal-field visibility for this store. Confirm Yes, Reset to Defaults in the dialog. Auditors, associates and admins only.
The reset is narrower than it sounds
Sales data, customers and stock items are never touched by it — only these settings.

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