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Configuration

Settings and Integrations

Workspace configuration, integrations, automation rules, and banking setup.

8 pages

Settings Overview

Configure workspace defaults across profile, company, tax, automation, banking, integrations, and security.

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Company and Tax Settings

Define legal profile context, VAT behavior, and opening balance metadata used across the product.

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Automation and Period Controls

Tune automation thresholds and protect completed periods using archive and lock controls.

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Integrations and Banking Setup

Connect payment, banking, time, and storage services with transparent maturity labels.

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Enterprise SSO (SAML & OIDC)

Configure Single Sign-On for your organization using SAML 2.0 or OpenID Connect identity providers.

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API Keys

Create and manage API keys for programmatic access to the Kontara platform.

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Subscription and Billing

Understand plan selection, upgrade and downgrade behavior, and how billing works with Stripe.

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Custom Invoice Design

Personalize your invoice appearance with custom colors, fonts, layout, and footer text.

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