In Jaz, a single user may be part of multiple organizations. Learn how to switch around different organizations.

Switch Organizations

Settings

The Account Settings serves as the central hub for managing your login information and personalization.

Account Settings

Customize your screen with the Appearance feature — change colors and shades for a personalized experience without affecting functionality.

Appearance

Account

Control different permissions and access levels for the users in your organization.

Access Management

Organization details is the section where you can view comprehensive details about your organization and control organization wide settings.

Details

Manage billing & delivery addresses of an organization here

Addresses

The accounting tab is where you can adjust accounting configurations for an organization, like the financial year-end & currency settings.

Accounting

Bookmarks in Jaz give you quick access to important dates, external links, or company information.

Bookmarks

API Key

Organization

The Chart of Accounts shows every account that is currently being used and recorded in your organization's General Ledger.

Chart Of Accounts (COA)

Lock dates on your accounts help to preserve the integrity of your financial records.

Lock Dates (COA)

Set up Tax Profiles that you can use and apply across different business transactions.

Tax Profiles

Record additional information in your business transaction documents using Custom Fields.

Custom Fields

Tracking Tags can be used to classify, group and organize business transactions.

Tracking Tags

By transferring a trial balance, you can easily get set up on Jaz by being able to quickly transfer all your account balances.

Transfer Trial Balance

Associate classifiers with transaction line items and journal entry lines for detailed segmentation and analysis in ledgers and reports.

Nano Classifiers

Collect from invoices and disburse to vendors with automatic records and tracking.

Online Payments (Collections & Disbursements)

Configurations 

Customize PDF templates for invoices, invoice payments, customer credits, and customer refunds.

PDF Templates

Allows you to manage and customize email templates for transactions and reminders within your organization.

Email Templates

Templates

Aged Payables (Line Items) Template

Aged Payables (Summary Totals) Template

Aged Receivables (Line Items) Template

Aged Receivables (Summary Totals) Template

Balance Sheet Template

Cash Balance Template

Cashflow Statement Template

Ledger Template

Profit & Loss Template

Trial Balance Template

Create a single, consolidated PDF that bundles all your key financial reports together.

Report Packs

Report Templates

About Jaz

Legal Info

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