Settings

In this help doc: how to configure an account — the company profile, banking, tax, users, document rules, approvals, notifications, formatting, and billing.

Settings apply to one account. Values set here appear on documents and govern account-wide behavior. Open Settings from the sidebar; it expands into nine areas grouped as basic (My Account), banking (Bank Details), and advanced (all others).

My Account #

My Account is the company profile — the basic identity that appears on documents. It is organized into tabs: General, Tax Registration, Locations, Contacts, and Social Media.

The General tab holds:

Field	Value
Company logo	Image on documents. Minimum 300 × 300 px; .png, .jpg, .jpeg.
Company Name	Registered company name.
Account Nickname	Label shown in the account list.
Default Currency	Currency used across the account and for Dashboard totals.
Address	Company address.
Company Registration No.	Business registration number.
Tax Registration / ID	Tax identification number.
Tax Jurisdiction Code	Country code for tax (for example, DE).
Show Welcome Screen	Shows or hides the welcome screen.

(screenshot: My Account, General tab with logo, company fields, and Default Currency)

Account lock and deletion #

Business Account Management holds two account-level actions.

Action	Effect
Lock Account	Temporarily suspends the account and sets it dormant, with no ability to conduct transactions. An Administrator unlocks it.
Delete Account	Sets a deletion mark. After 30 days the account and all documents are removed with no recovery option.

(screenshot: Business Account Management with Lock Account and Delete Account buttons)

The remaining tabs:

Tab	Content
Tax Registration	Tax registrations by country and type.
Locations	Additional addresses: Location Name, Street, City, ZIP Code, Country.
Contacts	Contact people with Full Name, Title, E-mail, Phone Number, and a Primary flag.
Social Media	Website and social profile links.

Bank Details #

Bank Details holds the bank accounts shown on documents. Each entry records:

Field	Value
Bank Account Name	Name of the account.
Currency	Currency of the account.
Account Number	Account number.
Address	Bank address.
Main	Marks the default account used on documents.

Add an account with Add New.

(screenshot: Bank Details list with Bank Account Name, Currency, Account Number, and Main columns)

Tax Rates #

Tax Rates defines the tax percentages used in document calculations. Each rate has a Tax Rate Name, a Tax Rate percentage, and a status of Active or Disabled. A disabled rate is retained but not offered on new documents. Add a rate with Add New.

(screenshot: Tax Rates list with Tax Rate Name, Tax Rate, and Active/Disabled status)

User Management #

User Management controls who can enter the account and what they can do. It has three tabs: Users, Groups, and Roles.

Users #

The Users tab lists users with E-mail, Name, Roles, Workspaces, Groups, and status (Active or Inactive). Each row can be viewed, edited, or deleted.

Add a user with Invite, a three-step flow:

1. Invitation — enter the E-mail, select Groups, and set User Permissions (Roles).
2. Complete the remaining steps.
3. Send the invitation. The user appears with an invited status until accepted.

(screenshot: Users tab list, and the Add New User invitation dialog)

Groups #

The Groups tab lists user groups with Group name, Users count, Roles, and Workspaces. Add a group with Add New Group.

Field	Value
Name	Group name.
Description	Group description.
Users	Members of the group.
Roles	Roles granted to the group.
Subgroups	Groups nested inside this group.
Workspaces	Workspaces assigned to the group.
Partners	Partners assigned to the group.
Optional Settings	Custom permission filters — Permission’s Filter Name, Permission Object, and a Predicate for field-level access.

(screenshot: Groups tab, and the Add Group dialog with Optional Settings expanded)

Roles #

The Roles tab lists the account’s roles with the number of users and groups holding each. Roles are assigned to users and groups here.

(screenshot: Roles tab listing Administrator, Document.Contributor, and other roles)

Document Controls #

Document Controls defines document rules across the account. It has two tabs: Document Numbering and Document Subtypes.

Document Numbering #

Document Numbering sets the number format for each document category. Categories are predefined by purpose (for example, 100 – Product Info Documents, 300 – Purchase Orders, 500 – Billing and Invoicing). Each row shows the Pattern and the Next Sequence Number.

Edit a pattern by dragging and dropping fields:

Field	Purpose
Year	Inserts the year.
Month	Inserts the month.
Custom Text	Inserts fixed text.
Sequence Number	Inserts the incrementing number.

A Pattern preview shows the resulting number as fields are arranged.

(screenshot: Document Numbering list with Pattern and Next Sequence Number; Edit Document Numbering dialog with draggable fields and Pattern preview)

Document Subtypes #

Document Subtypes defines subtypes for uploaded documents (for example, Other, Invoice). Add a subtype with Add new.

(screenshot: Document Subtypes list)

Approval List #

An Approval List is a reusable, named group of approvers applied to documents. Each list has an Approval List Name, a Users count, and a status of Active or Inactive. Inactive lists are not offered when approvers are set on a document.

Create or edit a list:

1. Click Add New or edit an existing list.
2. Enter the Approval List Name.
3. Set the Active toggle.
4. Select Users for the list.
5. Save.

(screenshot: Approval Lists with Active status; Edit Approval List dialog with the Users selector)

Notifications #

Notifications control which document events send an alert and how. It has two tabs: General and External Gateway.

Each event has two controls:

Control	Options	Set by
Account Settings	Mandatory, Enabled, Disabled	Administrator
User Settings	Email & App, App	User

Account Settings and User Settings work together:

Account Settings	Result
Mandatory	The notification is always on. Users cannot turn it off.
Enabled	The notification is on. Each user chooses the channel in User Settings.
Disabled	The notification is off for everyone.

Events on the General tab: Document Approved / Rejected, Document For Approval, Document Sent, Document Received, and Summary Notification. Summary Notification has a frequency setting of Daily, Weekly, or Monthly.

Save with Save Changes.

(screenshot: Notifications General tab showing the Account Settings and User Settings columns per event)

Date, Time, Number Formatting #

This area sets how dates, times, and numbers display. It has two tabs: Display (the application interface) and Documents (generated documents).

Group	Options
Date Formatting	Date pattern, for example D. M. YYYY.
Time Formatting	Local Time and time pattern, for example H:mm.
Number Formatting	Thousands separator and decimal separator.

Each group shows a Pattern preview. The Account Settings column sets the account default. When it is set to User Overwrite, a User Settings column appears and each user can set their own format.

Save with Save Changes.

(screenshot: Date, Time & Number formatting, Display tab, showing Account Settings and User Settings with pattern previews)

Subscriptions & Billing #

Subscriptions & Billing manages the account’s plan and billing cycle. Each account carries its own subscription.

Control	Function
Business / Personal	Selects the plan family.
Monthly / Annual	Sets the billing cycle.
Select	Applies a plan.

The plan sets the account limits — the number of users and the number of transactions (Send & Upload). Receiving is unlimited on all plans, and transactions over the limit are billed per transaction. When the user limit is reached, adding a user shows an Update plan option.

(screenshot: Subscriptions & Billing with the Business/Personal switch, Monthly/Annual toggle, and plan cards)