Settings

Settings are grouped together depending on what they do. The following groups are used in Easy Books:

* App Settings are system-wide (for example, the passcode lock and your email address)
* Business Settings are specific to each business (for example the name, VAT scheme, business address)
* Account Settings are per account (for example, opening balance, notes, customer address)

To view settings for the app, tap the main settings icon.
For business settings, tap the small blue icon that appears next to the business name in the main screen.
For account settings, tap the small blue icon that appears next to each account. For information on these settings, see Account Settings.

App Settings

The app settings and tools are available on this screen. The following options are available:

* Show Inactive Accounts
* Passcode Lock
* Extras (in-app purchases)
* Email Address
* Backup
* Restore

Show Inactive Accounts is used to show or hide the older accounts, that have transactions. You can simply delete an account that has no transactions, but if there are transactions it can only be set to "inactive". These accounts are hidden from the lists normally, but you can view them by changing this settings.

A Passcode Lock can be set for Easy Books. This is in addition to the phone's own lock. You might use this if you lend your phone to someone, and you want them to be able to use all the other phone features, but not including Easy Books. The passcode is a four digit code you choose yourself. Be careful to remember it because you cannot access Easy Books if you forget. You can however restore your data to the phone if you remove the app and add it back again. You will be able to re-download the in-app purchases you have made for free.

Extras is used to buy additional functions for the app. The free version of the app comes with 100 transaction lines, which should be enough to try out the app. You can purchase the "Transactions Pack" to allow a limitless number of transactions. This is a one time payment, handled by the iTunes in-app purchase system. Once you have made the purchase, the app is updated. (If you re-install the app you can update it again free of charge).

The Email Address option is used to set your own email address. This is used to fill in the email address for sending the reports, and also used on the BCC (blind carbon copy) field of any customer invoices you send.

The Backup and Restore options are used to backup the database to an email and restoring a previous backup to the app.

Business Settings

Start with the business settings, by giving the business a more meaningful name by tapping on Business Name.

For this example in the user guide, we have set the following:
* Business Name = “Geode”
* Next P&L Consolidation = 31 March 2010
* VAT Registered? = “Yes”

If the business is VAT registered, further options are available as described in Setting Up VAT. The app can manage VAT and keeps track of sales and purchase VAT separately. It also splits VAT by category.

If the Customer Invoicing extra is purchased, there are further options available to set the business address, logo and footer for all invoices and statements.

The trash can icon at the bottom of the screen is used to delete all the business information, including its transactions (invoices, transfers and so on). There is no way to recover this information other than restoring from the backup file so be careful!