Setup

Settings & Organization

Settings controls how your organization works.

General

Organization info: name, URL slug, contact details
Logo: shown on dashboard and public page
Work tags: labels for work logs and reports
Timezone: controls date/time behavior

General tab

Financial

Tax rate: default tax for new invoices/expenses
Invoice defaults: terms, notes, numbering
POS allocation: 4 percentages must total 100%
Banking: connect bank feeds if available
Payments: connect Stripe for online payments

Public Page Settings

Set colors, header options, and contact visibility for your public page.

Public page color pickers and header display toggles — Public page appearance

Advanced

Sidebar visibility: show/hide menu items
Beta features: turn on optional tools
Integrations: connect external tools

Who can change settings?

Usually the Owner and managers with permission.