Set up your workspace
Configure company details, branches and preferences.
Why it matters
A few minutes of setup — company details, currency, branches and roles — makes every later task faster and every document correct. It's the foundation the rest of Xentral builds on.
Best practice
Add your branches if you operate in more than one emirate, invite your team early, and connect the tools you already use so data flows in from day one.
Step by step
- 1Open Settings → General to set name, TRN and currency.
- 2Add branches and locations if you operate in several.
- 3Invite your team and assign roles.
- 4Connect the tools you use from Integrations.
Tip
The first-run wizard sets timezone, date format and locale for you.