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Organization settings

Tax details, branding, currency and taxes, daily cash register, late fees, bookings, business hours and your document terms.

This is where you set how your business works inside Leaxio. Go to Settings → Organization: the options are in six tabs.

TabWhat it is for
BusinessName, URL, tax information and deleting the organization.
BrandLogo, colors and theme.
FinanceCurrency, number format, time zone and taxes.
OperationsDaily cash register, late fees, bookings, hours and terms.
RolesRoles and permissions. See Team and permissions.
PlanYour subscription. See Billing and plans.

Business

  • Organization name and URL. The URL uses only lowercase letters, numbers and hyphens, and it is checked for availability.
  • Tax information: legal name, tax ID (RFC, 12 or 13 characters) and tax address. They are used in your agreements and documents. See Rental contracts.
  • Danger zone. This is where you can delete the organization.

Brand

Upload your logo (recommended: a square PNG or JPG of 512×512 px) and set your public catalog's colors and theme with hexadecimal codes, for example #22C55E. The logo builds trust in your quotes, agreements and public pages. You can remove it any time with Remove logo.

Finance

  • Currency: MXN, USD, EUR or CAD.
  • Number format: 1,234.56 (English), 1.234,56 (Spanish) or 1 234.56 (French).
  • Time zone: sets the time used to display your rentals and reports.
  • Taxes: the tax type and the default rate (between 0 and 100). Tax is automatically added to the final price of new rentals, and the screen shows you an example with the total.

Operations

Daily cash register

Turn on Require an open cash register if you want no payments, sales or expenses recorded until the day's register is opened. If you turn it off, they are recorded without a register. See Daily and cash register.

Late fee

Define what Leaxio does when a return arrives late. You decide how the suggested fee is calculated:

  • Do not suggest a fee.
  • Percentage of the daily rate: a percentage for each day late, calculated on what one day of that rental costs.
  • Fixed amount per day.

With Grace period (hours) you avoid suggesting a fee if the delay is shorter than that time. When you register a late return, Leaxio suggests the fee and you decide whether to add it.

Date-based bookings

Leaxio will not let you rent a product for dates it is already committed. The buffer between rentals (hours) is the time you need between a return and the next pickup. With 0, a rental can start right when the previous one ends.

Business hours

Set the opening and closing time for each day of the week, or mark it as Closed. Closing must be later than opening. These hours are also used for the daily email digest in Notifications.

Terms and conditions

Write the legal text that is printed on your documents and choose where to show it: Show on contracts and Show on receipts.

The rest of Settings

Besides Organization, the Settings menu has:

SectionWhat you find
My OrganizationsAll your organizations and their branches, to switch between them or create a new one.
TeamMembers and invitations. See Team and permissions.
BillingSubscription, payment method and invoices. See Billing and plans.
ProfileYour personal information and your notifications.
BranchesCreating and editing branches and their public catalog.
FormsDynamic forms to capture information in rentals.
TagsReusable tags for products, customers and rentals.