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Settings, PDF templates, users & FY lock
Make MGH Books yours: branded invoice templates, user logins with the right permissions, your financial-year settings, and the small touches that make everything look professional.
Read this first
- ▸ Choose and brand your invoice/PDF template with your logo and colours.
- ▸ Invite your CA and staff with role-based permissions (they see only what they should).
- ▸ Lock a financial year once finalised so old entries can't change by accident.
Being straight with you
- • The number of user seats and custom-branding options depend on your plan; extra seats are ₹299/year.
- • Locking a financial year is reversible by an admin, but do it once your CA has signed off to protect your numbers.
Step by step
- 1
Brand your PDFs
Settings → TemplatesPick a template, add your logo, and set the terms/notes that appear on invoices.
- 2
Add users
Settings → UsersInvite your CA or staff by email and choose a role — Admin, Accountant, Staff or Viewer.
- 3
Set & lock the financial year
Confirm your FY dates; lock a closed year so finalised entries stay put.
Make MGH Books look and work like yours
Settings is where you put your stamp on everything: branded invoice templates, the right people with the right access, and your financial-year controls. A few minutes here makes every document look professional and keeps your data safe.
Branded PDF templates
Pick an invoice/PDF template, add your logo and colours, and set the notes and terms that appear on every bill. Your invoices become a small piece of your brand, not a generic printout.
Users & roles (including your CA)
Invite your team and your CA, and give each the least access they need. Roles keep everyone to their lane.
| Role | Can do | Good for |
|---|---|---|
| Admin | Everything, including settings | Owner |
| Accountant | View & post, not delete | Your CA |
| Manager | Day-to-day billing & reports | A trusted manager |
| Staff | Limited billing | Counter staff |
| Viewer | Read-only | Anyone who just needs to look |
Financial year & locking
Set your financial-year dates, and once a year is finalised and your CA has signed off, lock it so finalised entries can't change by accident. It protects your numbers without stopping new work.
Troubleshooting
An invite email wasn't received
Fix: Ask them to check spam, confirm the email is correct, and resend from the Users screen.
A staff member can see too much
Fix: Change their role to a more limited one — give the least access needed.
I can't edit a past entry
Fix: The financial year may be locked. An admin can unlock it if a correction is genuinely needed.
Words you’ll see (in plain English)
- Template
- The design your invoices/PDFs use.
- Role
- A permission level that controls what a user can see and do.
- Financial-year lock
- Freezing a finalised year so entries can't change by accident.
Ready to try it?In the app, open the More menu → Settings.
Open SettingsNext steps