Profile
Profile is the default Settings page for account branding and core configuration. Solo accounts edit Business Profile; advisory firms manage Your Firm, teams, portal options, and client businesses — logo and name flow into invoices and PDFs.
Key capabilities
- Account-type-aware layout: Business Profile for solo, Your Firm for advisory firms
- Inline editing of your firm/business name (click to edit, Enter to save)
- Logo upload (PNG, JPEG, GIF, WebP, or SVG)
- Plan badge showing your current tier and trial/billing status
- Solo Business Settings: business start date, entries start date, default currency, tax year-end month, accounting basis, mailbox prefix, inventory mode
- Solo Invoice PDF branding: footer text and bank details (bank name, account name, account number, routing number) printed on the DayZero invoice PDF
- Default currency options: USD, CAD, AUD, EUR, GBP
- Accounting basis toggle: accrual or cash
- Inventory mode toggle: Finished goods (resale) or CPG (production, recipes, landed COGS)
- Mailbox prefix for AI bill forwarding (for example acme-corp)
- Advisory Team Members card with a live staff count and a jump-link to Staff
- Advisory Client Portal toggle for Client Messaging
- Advisory Businesses table (name, mailbox, entries start, subscription) with New Business and a per-business Invite action
How it works
The same page displays different sections depending on whether the account is solo or an advisory firm.
flowchart TD
open["Open Profile"] --> type{"Account type"}
type -->|"Solo"| soloHdr["Header: Business Profile"]
type -->|"Advisory"| firmHdr["Header: Your Firm"]
soloHdr --> common["Plan badge + name + logo"]
firmHdr --> common
common --> soloBranch{"Solo?"}
soloBranch -->|"Yes"| bizset["Inline Business Settings"]
soloBranch -->|"No"| firmset["Team, Client Portal, Businesses"]How to use it
- Open Settings — the Profile page is the default view.
- Click your name to rename inline; press Enter to save or Escape to cancel.
- Click the logo tile to upload a logo — choose a high-resolution PNG/JPEG/GIF/WebP/SVG.
- Check the Plan badge for your current tier and trial status; manage details under Settings > Billing.
- Solo: in Business Settings, set the fields below and, under Invoice PDF branding, the footer text and bank details, then click Save Changes.
- Advisory: use New Business (name and optional mailbox prefix) to onboard a client, Invite to give a client portal access, and the Client Messaging toggle to allow inbound client messages. Manage Staff opens the Staff page.
Pro tips
- Upload a high-resolution logo — it renders on invoices and PDF reports, so low-res art looks unprofessional.
- The mailbox prefix powers AP email forwarding; set it before you start forwarding vendor bills for AI extraction.
- Pick the right inventory mode early: Finished goods hides the Supply Chain map, Production, and Landed COGS tabs, while CPG exposes them.
- Accounting basis (accrual vs cash) affects how reports recognize revenue and expenses — confirm it with the client before close.
- Advisory firms manage detailed per-business fields on the Businesses page; the Profile businesses table is the quick onboarding/invite entry point.
In-depth guide
Solo vs advisory layout
| Section | Solo (Business Profile) | Advisory (Your Firm) |
|---|---|---|
| Plan badge | Yes | Yes |
| Name + logo | Yes | Yes |
| Inline business settings | Yes (the single business) | No (managed per-business under Businesses) |
| Team Members card | No | Yes (staff count + Manage Staff link) |
| Client Portal (Client Messaging) | No | Yes |
| Businesses table | No | Yes (New Business / Invite Client) |
Editable fields reference
| Field | Where | Values / notes |
|---|---|---|
| Name | Solo & advisory | Free text, inline edit |
| Logo | Solo & advisory | Image upload |
| Business start date | Solo business settings | When the business began operating (founding date); not where bookkeeping begins |
| Entries start date | Solo business settings | Date the books begin; not applicable on the DayZero local accounting engine |
| Default currency | Solo business settings | USD, CAD, AUD, EUR, GBP |
| Tax year-end month | Solo business settings | January–December |
| Accounting basis | Solo business settings | Accrual or cash; the books your statements open on (switch any time from the Books sidebar) |
| Invoice footer and bank details | Solo business settings | Printed on the DayZero invoice PDF |
| Mailbox prefix | Solo business settings | Used for bill-forwarding address; unique per business |
| Inventory mode | Solo business settings | Finished goods or CPG |
| Client Messaging | Advisory client portal | On/off toggle |
Logo handling and branding
Choose Upload logo or Update; the preview updates as the upload completes. The same logo and name are reused across invoices and generated PDF reports.
Currency, basis, and inventory behavior
Default currency seeds new transactions and reports. Accounting basis is the default basis reports open on. Inventory mode is a visibility switch: CPG turns on production, recipe, and landed-COGS tooling; Finished goods keeps the workspace lean for resale-only operations.
Audit implications
Profile changes are account-configuration events:
- Pair this page with Settings > Audit Log when you need a record of who changed firm branding, currency, or business settings, and when.
Edge cases
- Demo businesses can view Profile but cannot manage billing (the Billing entry is hidden for demo).
- If no firm/business is found, the page shows a "No business found." placeholder and prompts onboarding.
- Saving the name with no change (or empty) simply closes the inline editor without an external connection request.