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All SettingsValueBooks

All settings

Manage your organization, accounting preferences, automation, and security.

Organization

ProfileLegal identity, jurisdiction, accounting basis, and tax defaults.CurrenciesBase currency, the currencies you trade in, and exchange rates.Team & rolesInvite people, assign roles, and review what each role can do.

Accounting & Compliance

TaxesTax codes and the rates applied to sales and purchases.Fiscal periodsFiscal years, period status, and closing the books.NumberingDocument number series and formats for every transaction type.

Automation

Workflow rulesRules that act on transactions as they move through the system.RemindersAutomatic reminders for anything that falls due or overdue.

Security & Audit

SecurityActive sessions and sign-in protection for your own account.Audit logA record of who changed what, and when.