Knowledge BaseCategory
Global Settings & Preferences
Configure chart of accounts, integrations, and company-wide default templates.
Accessing Global Settings
The Settings module allows you to configure workspace preferences, notification rules, and integrations (like WhatsApp and Email providers). Only users with the admin or owner role can access these pages.
- Click Settings at the bottom of the left sidebar (under Admin Console).
- Use the sub-navigation to manage Team, Notifications, Invoices, and Integrations.
Chart of Accounts (COA)
The general-ledger accounts for finance and reporting are managed separately in the Finance module, not in Global Settings.
- Navigate to Finance > Chart of Accounts to add or modify ledger codes used for write-offs and reimbursables.
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