Making Youzse yours
Your dashboard, your menu, your wording and your documents, set up your way.
9 articles
Start here
Your workspace
- Customising your dashboardChoose your widgets, drag them into place, resize them and set the starting dashboard for your whole team.4 min
- Finding your way round the menuHow the rail and the menu across the top work, how to change or switch off the count beside a menu item and your app tab bar.5 min
- Layout, terminology and your public pageCall your work what you call it, choose the dashboard that matches your trade and decide how your public page behaves.3 min
Features and plans
Your documents
- Designing your PDF templateGive your invoices, quotes, reports and purchase orders your own layout, colours, typeface and logo, with a live preview.4 min
- Document defaults and numberingSet your invoice and quote numbering, payment terms, tax rate, bank details and the small print that goes on every document.4 min
If you are not the owner
- Setting up your own workspaceYou do not need to be the owner to make Youzse fit you. Here is everything you can set for yourself, on the web and on the app.4 min
- Why can I not change that?Which customisation is personal, which belongs to the whole business and what to ask for when a control is greyed out.4 min
Still need a hand?
Send the team your question with as much detail as you can. We will help you sort it.