Settings
Business profile, users, integrations, and preferences.
Guides in this module
80- 1
How to Navigate the Settings Module
- 2
How to Update Your Business Registration Number
- 3
How to Set Your Tax Identification Number
- 4
How to Configure Your Default Payment Terms
- 5
How to Add Your Company Website
- 6
How to Change Your Business Type
- 7
How to Save and Apply Company Setting Changes
- 8
How to Update Your Company Name
- 9
How to Upload Your Company Logo
- 10
How to Set Your Business Address
- 11
How to Configure Your Business Time Zone
- 12
How to Update Your Company Phone Number
- 13
How to Update Your Company Email Address
- 14
How to Set Your Fiscal Year Start Date
- 15
How to Configure Your Currency Settings
- 16
How to Navigate the Templates Section
- 17
How to Preview a Template Before Saving
- 18
How to Duplicate an Existing Template
- 19
How to Set a Default Template for Invoices
- 20
How to Set a Default Template for Bills
- 21
How to Edit an Existing Template
- 22
How to Delete a Template
- 23
How to Create an Invoice Template
- 24
How to Customise Your Invoice Header
- 25
How to Add Your Logo to Invoice Templates
- 26
How to Set Default Invoice Footer Text
- 27
How to Configure Payment Instructions on Templates
- 28
How to Create a Bill Template
- 29
How to Set a Default Invoice Due Date
- 30
How to Add Custom Fields to Templates
- 31
How to Navigate the Categories Section
- 32
How to Organise Categories for Better Financial Reporting
- 33
What Are Categories and Why They Matter
- 34
How to Create a New Income Category
- 35
How to Create a New Expense Category
- 36
How to Edit an Existing Category
- 37
How to Delete a Category
- 38
How to Assign Categories to Products and Services
- 39
How to Map Categories to Chart of Accounts
- 40
How to Use Categories in Reports
- 41
How to Navigate the Users & Roles Section
- 42
What Permissions Does Each Role Have
- 43
How to Transfer Ownership of a Workspace
- 44
How to Restrict a User's Access
- 45
How to Re-activate a Deactivated User
- 46
How to Deactivate a User Without Deleting Them
- 47
How to Manage Multiple Users Efficiently
- 48
How to Invite a New User to Your Workspace
- 49
How to Assign a Role to a User
- 50
Understanding User Roles
- 51
How to Edit a User's Role
- 52
How to Remove a User from Your Workspace
- 53
How to Resend an Invitation to a Pending User
- 54
How to View All Active Users
- 55
How to View Pending Invitations
- 56
How to Navigate the Activity Log
- 57
How to Identify Unauthorised Changes Using the Activity Log
- 58
What Is the Activity Log and What Does It Track
- 59
How to Filter the Activity Log by Date
- 60
How to Filter the Activity Log by User
- 61
How to Filter the Activity Log by Action Type
- 62
How to Search for a Specific Event in the Activity Log
- 63
How to Export the Activity Log
- 64
How to Use the Activity Log for Auditing
- 65
How Long Is Activity Log Data Retained
- 66
How to Navigate the Notifications Section
- 67
How to Configure Notifications for Multiple Users
- 68
How to Mute Specific Notification Types
- 69
How to Enable Low Cash Balance Alerts
- 70
How to Set Up P&L Summary Notifications
- 71
How to Configure Notification Email Recipients
- 72
How to Test That Notifications Are Working
- 73
How to Enable or Disable Email Notifications
- 74
How to Configure Invoice Payment Notifications
- 75
How to Set Up Overdue Invoice Alerts
- 76
How to Enable Bill Due Date Reminders
- 77
How to Configure New User Registration Notifications
- 78
How to Set Up Bank Account Sync Alerts
- 79
How to Manage In-App Notification Preferences
- 80
How to Customise Notification Frequency