Setup
Setup is where TamilAccounting is configured — your company identity, the accounts every transaction posts to, who may use the system, how it looks, how it sends email, and how data is imported. Most of it is set once during onboarding and revisited rarely.
If you are setting up for the first time
Work through Getting Started instead of these pages individually. It sequences the same settings into an onboarding path, and links back here for the detail.
Company
| Page | What it configures |
|---|---|
| Company Setup | Identity, country, currency, tax registration, number formatting, optional modules. |
| System Preferences | Feature switches — barcodes, auto IDs, invoice locking, negative inventory. |
| System and GL Setup | The default ledger account every module posts to. |
| Financial Years | Opening, switching and closing accounting years. |
| Transaction References | Document numbering formats. |
| Payment Terms | Credit terms and how due dates are calculated. |
| States/Province · Cities | Address reference data, and state-level tax. |
Users and control
| Page | What it configures |
|---|---|
| Users and Their Permissions | Accounts, roles and what each person reaches. |
| Roles and Permissions | Access defined once per job function. |
| Users Login History | Who signed in, from where and when. |
| Delete and Void | How transactions are reversed, and what is kept. |
| Legal Text | Terms and conditions printed per document type. |
| Recurrence | Transactions that repeat on a schedule. |
Display
| Page | What it configures |
|---|---|
| Company Theme Setup | Logos, colours, fonts and the login page. |
| Sidebar Menu Setup | Navigation order and custom links. |
| Custom Fields | Extra inputs on transaction forms. |
| Point of Sale Settings | Terminals, and the cash account each one banks into. |
| Printer Settings · Print Profiles | Which document prints where. |
| Page | What it configures |
|---|---|
| SMTP Setup | How mail is sent, plus the shared header and footer. |
| Email Templates | The predefined messages the system sends. |
| Email Log | Delivery status and SMTP errors. |
| Automatic Email Reports | Reports emailed on a schedule. |
Import and Export
The rules common to every import — headers, date format, matching codes, testing small — are in Importing Your Data. These pages cover what each individual import expects.
| Group | Imports |
|---|---|
| Foundation | Chart of Accounts |
| Parties | Customers · Customer Branches · Suppliers |
| Items and stock | Items and Services · Stock Balance Adjustment · Sales Kits · Bills of Material · Fixed Assets |
| Payroll | Allowances · Employees |
| Financial | Journal Entries · Bank Statements |
| CRM | Leads · Opportunities |
Where to go next
- Getting Started — the guided onboarding path
- Setup Wizard — configuration in sequence
- Go-Live Checklist — verify before you commit
In this section · 41 articles
Company Setup
Company Setup holds your company identity and the system-wide rules every transaction obeys —...
System Preferences
System Preferences are the on and off switches that change how TamilAccounting behaves day...
System and GL Setup
System and GL Setup tells every module which ledger account to post to. Nothing...
Financial Years
A Financial Year defines the period your accounts are reported in. It is set...
Transaction References
Transaction References are the numbers that identify your documents. Each document type has its...
Payment Terms
Payment Terms set when a customer or supplier is expected to pay. They attach...
Sidebar Menu Setup and Rearrangement
Sidebar Menu Setup rearranges the left-hand navigation. The default order suits most businesses, but...
Company Theme Setup
Theme Setup controls how the system looks — logos, icons, colour scheme, fonts and...
Printer Settings
Printer Settings register the printers available on your network so documents can be sent...
Print Profiles
Print Profiles connect document types to printers, so each document opens at the right...
Point of Sale Settings
Point of Sale Settings define your selling terminals. Each physical till is one entry...
Custom fields for the System
Custom Fields add inputs the standard forms do not have — a vehicle number,...
Users and Their Permissions
Users are the people who log in, and their permissions decide what each one...
Delete and Void a Transaction
Financial records are not deleted. Where a transaction has hit the ledger it is...
Email Templates and Contents
Email Templates are predefined messages the system sends on your behalf — to leads,...
Email Logs and Sent History
The Email Log records every message the system tried to send, with the result....
Mail SMTP Settings and E-Mail configurations
SMTP Settings tell the system how to send email. Without it, nothing leaves —...
Items and Services Import
The Items and Services import loads your product and service master records. Nothing with...
Stock Balance Adjustment
Stock Balance Adjustment loads stock quantities and values. It is how opening stock enters...
Sales Kit and Packaging Import
The Sales Kit import loads combo packs and offers — several items sold together...
Bills of Material Import
The Bills of Material import loads manufacturing BOM structures in bulk. A BOM lists...
Fixed Assets Import
The Fixed Assets import loads your asset register. The file format is the same...
Customers Import
The Customers import brings your customer master records in from a spreadsheet. It is...
Customer Branch Import
The Customer Branch import loads branch records against customers that already exist. A customer...
Suppliers import
The Suppliers import brings your supplier master records in from a spreadsheet, so purchase...
Payroll Allowances Import
The Payroll Allowances import loads the allowance and deduction definitions payroll is built from....
Employees and Staff Import
The Employees import loads your staff records, which payroll, leave and attendance all depend...
Bank Statement Import
The Bank Statement import loads statement lines for reconciliation. Every bank exports in its...
Journal Entry Import
The Journal Entry import loads general ledger entries from a spreadsheet. It is how...
Chart of Accounts and Chart Master COA
The Chart of Accounts import replaces or extends your account structure from a spreadsheet....
Leads from other CRM
The Leads import brings prospect data across from another CRM. Leads are people you...
Import Opportunities
The Opportunities import brings your sales pipeline across from another system. Each opportunity connects...
Cities
Cities are reference data used in addresses across customers, suppliers, branches and employees. Maintaining...
States/Province
States and Provinces are reference data used in addresses and, in several countries, in...
Users login history
Users Login History records every sign-in to your company. It is the simplest security...
Recurrence
Recurrence repeats a transaction on a schedule instead of someone remembering to create it....
Legal Text
Legal Text attaches terms and conditions to a document type. Whatever you enter is...
Roles And Permissions
Roles and Permissions define access once per job function instead of per person. You...
Automatic Email Reports
Automatic Email Reports schedule a report to be generated and emailed without anyone running...
Approval Setup
Approval Setup defines which transactions need sign-off and who signs them. You pick a...
Expense & Cash Voucher Import
Expense & Cash Voucher Import loads site spending and advances in bulk from a...