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Setup
Everything in Ledger Desk can be set from the app itself. Most settings live in the Settings section of the sidebar; the team pages are under Team, and the technical pages under Developer. Each page shows only to people whose role holds its permission (see Users, roles and security).
Three kinds of settings
| Belongs to | Examples | Follows |
|---|---|---|
| The shop | Company profile, taxes, numbering, document designs, repair agreement, card payments, message templates, backups | Everybody, on every computer |
| A user | Preferences: theme, accent, text size, language, time zone, date patterns | That user, to any computer |
| A computer | Its printers, its customer screen and tablet, its offline folder and shop network, its lock screen | Only that computer; changed by people whose role may change the settings of this computer (not technicians, by default) |
Settings pages
| Page | What you set | Who (permission) |
|---|---|---|
| Company Profile | Name, address, phone pattern, logo, currency, time zone, footers, default commission, pay period, card fee rate | Edit the company profile |
| Taxes & Numbering | Tax rates and groups, pricing mode, rounding, number patterns | Edit taxes · Edit number patterns |
| Printers & Labels | Label, receipt and page designs, label size, this computer's printers | Edit the company profile (designs); anybody (this computer) |
| Agreement & Pickup | Repair agreement text, signing, pickup days and reminders, document links | Edit the company profile |
| Card payments | Stripe or PayPal Zettle, surcharge, fees | Set up card payments |
| Customer screen | Second monitor or tablet, welcome, what is asked, look | This computer |
| Licence | Edition, seats, computers, subscription | Manage the licence |
| Plugins | Store plugins on and off | Manage store plugins |
| Offline review | Offline work that waits for a decision | Decide about offline work that waits for review |
| Preferences | Your look, language, region, behavior, accessibility | Every user |
Pages by topic: Company, taxes and numbering · Printing · Repair agreement · Card payments · Customer screen · Licence · Plugins and updates · Offline mode · Preferences.
Team
Users and Roles & Permissions: accounts, temporary passwords, two-step sign-in, roles and their permissions. See Users, roles and security.
Developer
The Developer section is for the Developer role: Logs, Audit Trail, Scheduled Jobs, Email (SMTP), SMS (Twilio), Templates, Sessions, Security, System Info and Backups. See Messages and Backups.
A page with unsaved changes asks before you leave it, close the window or sign out. Changes made by other people appear on your screen within a few seconds.
Last updated October 29, 2026