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Organization Details

Information used across invoices, reports, and statements

Team Members
User Email Role Status Actions
Notification Preferences

Choose what you want to be notified about

Journal Posting Alerts
Get notified when a journal entry is posted
Budget Threshold Warnings
Alert when a budget category exceeds 90%
Bank Reconciliation Reminders
Weekly reminder to reconcile bank statements
Tax Filing Deadlines
Reminders ahead of tax submission dates
Email Digest
Receive a daily summary email
Password & Authentication

Manage how you sign in to your account

Two-Factor Authentication
Add an extra layer of security to your account
Login Alerts
Email me when a new device signs in
Session Timeout
Automatically sign out after inactivity
Deactivate Account
Temporarily disable your access to this workspace
Display Preferences

Customize how the app looks and behaves

Dark Mode
Toggle the interface theme
Compact Table Rows
Show more data per screen
Subscription Plan

You are currently on the Business plan

Business Plan
Payment Method
Billing Email