Settings Overview
Configure workspace defaults across profile, company, tax, automation, banking, integrations, and security.
What You Can Do
- Manage profile, company, tax, and accounting-mode defaults.
- Configure automation rules, period locks, and year archive controls.
- Access banking, integration, role, and security control tabs.
Workflow Notes
- Settings changes affect multiple modules and should be managed deliberately.
- Some controls are country-dependent or role-restricted.
Related Features
Company and Tax Settings
Define legal profile context, VAT behavior, and opening balance metadata used across the product.
OpenIntegrations and Banking Setup
Connect payment, banking, time, and storage services with transparent maturity labels.
OpenAutomation and Period Controls
Tune automation thresholds and protect completed periods using archive and lock controls.
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