F
Acuere Consultancy

Settings

Firm-wide preferences and environment overview. Client-specific settings (reporting format, entity type, partners) live on each client's edit page.

Display unit

How money amounts are scaled across every page and PDF export.

Preference is stored in a cookie (browser-scoped, ~180 days).

Active client

The client whose data every page loads by default. Change it from Clients → Make active.

Name
Acuere Consultancy
Entity type
Partnership
Industry
Service
Source
Tally

Data environment

Counts across every client, to help spot orphaned data.

Clients
1
Periods
24
Uploads
264
TB rows
513
Build: cf-context-default-2026-04-19

Coming soon

Preferences that unlock once multi-tenant auth ships.

  • PDF branding (firm logo, accent colour, footer text)
  • Default period on app open (latest / current month / FY YTD)
  • Email / WhatsApp alert delivery preferences
  • Per-user theme (light / dark)
  • API key / Zoho / Tally-cloud integration credentials