Configure core company details, including business information and account-wide settings.

Manage users, roles, and permissions within the account.

Configure and maintain the MYOB integration.

Configure and maintain the QuickBooks integration.

Configure and maintain the Xero integration.

Configure quote settings, including email options and default messaging for Quotes and Proforma Invoices.

Configure Quotes and Sales Orders, including display, sorting, and product rules.

Configure customer-related settings and behaviours.

Configure email settings and default messaging for order confirmations sent to customers

Configure invoice settings, including email behaviour and default messaging for invoices and partial invoices.

Configure account's Purchase Order Settings

Configure how time entries are recorded, structured, and reported.

Control layout and formatting for system-generated PDFs.

Manage and customise templates used across documents such as quotes, orders, and invoices.