Use Settings and Contact Support
Settings is the owner’s business-wide control centre. Account Settings belongs to the signed-in user. Support is available to owners, managers and staff.
Settings tabs
Section titled “Settings tabs”| Tab | What it controls |
|---|---|
| Overview | Workspace readiness and links to missing setup |
| Business Identity | Business profile and organisation-level identity |
| Locations & GST | Selected branch identity, GST and invoice details |
| Billing & Tax | Tax mode, payment, rounding, invoice and stock behavior |
| Appointments & Customer Policies | Booking, cancellation, reschedule and no-show rules |
| Reviews & Reputation | Business Google URL, private feedback and threshold |
| Notifications | Summary links to Notification Centre |
| Storefront & Public Presence | Readiness links to Website Manager/store configuration |
| Social & Public Links | Public profile and social destinations |
| Team Access | Manager and Staff module permissions |
| Financial Control | Financial-year creation, activation, lock and unlock |
| Account Settings | The owner’s own password, login email and mobile |
Use each module’s dedicated guide for detailed workflows rather than changing several tabs at once.
Manage financial years
Section titled “Manage financial years”Create and control a financial year
- Open Settings → Financial Control.
- Enter the Financial Year Label, Start Date and End Date, then select Create.
- Choose Make Active for the operating year.
- Before closing a period, reconcile invoices, payments, estimates, credit notes and reports.
- Select Lock only when new billing changes should be prevented for that period.
- Use Unlock only through an approved correction process, then relock after review.
Invoice, payment, estimate and credit-note workflows require an open financial year for the effective date. Only one year is active at a time, but historical records retain their own year context.
Create a support ticket
Section titled “Create a support ticket”Raise Support Request
- Open Support from the navigation or business menu.
- Select New Support Ticket.
- Enter a concise subject and describe the task, page, selected location, expected result and exact error.
- Submit and keep the ticket number.
- Use Your Tickets to filter by status and open the ticket details or closing comment.
Support access remains available during subscription problems. If you cannot sign in, use the official Yepsta contact page.
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