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System Setup overview
Matthew James Finkel avatar
Written by Matthew James Finkel
Updated over 7 years ago

Use System Setup to configure your Current RMS system so that it works for your business. Find System Setup under the My Account heading at the bottom of every page, or by clicking your icon at the top-right and choosing System Setup from the menu.

With System Setup, you can:

  • Add and change your company and store information.

  • Manage your account, billing details, and users.

  • Configure third-party integrations like Xero.

  • Set up your rental charging.

  • Customize general system preferences, such as invoice numbering.

  • Configure how Current calculate tax.

  • Import, export, and erase your data.

  • Modify quotations, invoices, and other document layouts generated by the system.

As you can make far-reaching changes to your system, only administrator users can access System Setup.

Common tasks: how do I…

  • Add my logo to my documents?

  • Enter or change my credit card number?

  • Set up MailChimp, Xero, QuickBooks Online, Adobe Sign?

  • Create my own fields on the screens in Current RMS?

  • Set my invoice number starting point?

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