Overview
Where you configure your organization — general defaults, financial defaults, and document numbering.
Settings is where you set the defaults your organization runs on. You fill these in once, and the rest of the app reads from them: the currency on a work order, the numbers on your documents, the language the app opens in.
It has three areas, reached from the Settings sidebar.
| Area | What it controls |
|---|---|
| General | The organization's default language |
| Financial | Currency, VAT, bank details, and payment terms |
| Documents | How each document type's number is built |
Each has its own page in this section. A Users area is planned but not available yet.
Who can change settings
Financial settings can only be saved by an admin. The other settings pages are not restricted in the same way. As a rule, settings are an admin's job, since they affect everyone in the organization.