Settings

Manage your account and company settings. Configure your company profile, team members, integrations, and billing preferences.

Settings Overview

Company Settings

Configure your company profile, address, invoicing details, and general preferences.

• Company Address - Manage your company's business address and contact information
• Invoicing Details - Set up invoicing preferences and company details for invoices
• Preferences - Configure general company preferences and settings

Team Management

Manage your team members and their access to your account.

• Team Members - Add, remove, and manage team member permissions and roles

Integrations

Connect external services and tools to enhance your workflow.

• Integrations Overview - View and manage all your connected integrations
• Procountor - Connect and configure Procountor accounting integration

Billing & Subscription

Manage your subscription, billing information, and payment methods.

• Billing - View subscription status, manage seats, and access billing history

Quick Actions

• Update company information
• Add new team members
• Connect integrations
• Manage subscription

Need Help?

If you need assistance with any settings, check our documentation sections above or contact support for personalized help.