Admin
5 articles in this section.
- Firm settingsVisibility, rounding, timezone, and entry policies.
- Users and rolesAccountant, manager, and admin, what each can do.
- Rate cards and how rates are pickedEffective dates and the rate resolution chain, with a worked example.
- Active sessionsMulti-device sign-in and how to sign out of a lost device.
- IntegrationsPair external apps (CRM-Accounting, future) and rotate their tokens.