Settings - Overview
You can completely configure the organization’s setup using the Settings tab. Starting from setting up your Organization’s profile to configuring the Preferences of the modules, everything can be done in this section. Only the users with the Admin role will have access to this section.
Organization Profile and Branding
Preferences
- Expense Preferences
- Reports Preferences
- Advance Payment Preferences
- Trips Preferences
- Fields Customization
- Adding New Custom Fields
- Configuring Access Permissions for Custom Fields
Categories
- Creating a New Category
- Creating a Sub-Category
- Importing Expense Categories
- Exporting Expense Categories
Paid Through
Customers
- Adding a New Customer
- Editing a Customer
- Marking a Customer as Active or Inactive
- Deleting a Customer
Projects
Merchants
Tags
- Enabling Tags and Configuring Preferences
- Creating Tags
- Associating Tags to Expenses
- Associating Tags to Reports
- Generating Analytic Reports
- Other Actions
Currencies
- Adding a New Currency
- Editing or Deleting Currency
- Adding an Exchange Rate
- Importing Exchange Rates
- Exporting Exchange Rates
