Settings
Configure your company, users, and system options.
Overview
Settings include:
- Company Data: Name, address, bank details
- Branding: Logo and design (Pro plan)
- Users: Manage team members
- Security: MFA and access rights
- Invoice Options: Prefix, payment terms
- Dashboard: Widget configuration
- Navigation: Menu visibility
Permissions
| Role | View Settings | Manage Settings |
|---|---|---|
| Employee | ❌ | ❌ |
| Accountant | ❌ | ❌ |
| Administrator | ✅ | ✅ |
Company Data
Basic Data
- Go to Settings
- Fill in company data:
| Field | Description | Used For |
|---|---|---|
| Company Name | Official company name | Invoices, emails |
| Address | Street, ZIP, City | Invoices |
| Country | Default is CH | VAT calculation |
| Contact email | Header | |
| Phone | Contact number | Header |
| Website | Your website | Header |
| VAT No. | CHE-xxx.xxx.xxx | Invoices |
Bank Details
| Field | Description |
|---|---|
| IBAN | International Bank Account Number |
| QR-IBAN | Special QR invoice IBAN |
| Reference Type | NON, QRR or SCOR |
QR-IBAN vs. IBAN:
- QR-IBAN: Starts with "CH" and is for QR invoices with QR reference (QRR)
- Standard IBAN: For SCOR reference or no reference
Invoice Options
| Setting | Description | Default |
|---|---|---|
| Prefix | Invoice number prefix | INV |
| Next Number | Next sequential number | 1 |
| Payment Terms | Days until due | 30 |
| Default Hourly Rate | CHF per hour | 150 |
| Default VAT Rate | Percent | 8.1% |
Billing Schedule
| Option | Description |
|---|---|
| End of Month | Automatic reminder at month end |
| Bi-weekly | Every 14 days |
| Weekly | Every week |
| Custom | Custom day of month |
Branding (AI Pro)
With the AI Pro plan you can:
Upload Logo
- Go to Settings > Branding
- Click on Upload Logo
- Select a file (PNG, JPG, SVG)
- The logo appears on:
- Dashboard
- Invoices
- Emails
Logo Requirements
- Format: PNG, JPG, or SVG
- Recommended size: 200x60 pixels
- Max file size: 2 MB
User Management
Inviting Users
- Go to Settings > Users
- Click on Invite
- Enter:
- Email address
- Role (Employee, Accountant, Administrator)
- The user receives an invitation email
Changing Roles
- Click on the user
- Select the new role
- Save
Deactivating Users
- Click on the user
- Click on Deactivate
- The user can no longer log in
Security
Two-Factor Authentication (MFA)
Users can enable MFA:
- Go to Settings > Security
- Click on Set up MFA
- Scan the QR code with an authenticator app
- Enter the code
- Save the recovery codes
Password Reset
As administrator you can:
- Trigger password reset emails
- Allow/disallow self-service reset
Session Management
Users can see and log out of their active sessions.
Approval Workflow
Project Completion Approval
- Enable Approval for project completion
- When an employee wants to complete a project:
- A request is created
- Administrator is notified
- After approval, the project is completed
Managing Approvals
- Go to Settings > Approvals
- See open requests
- Approve or reject
Dashboard Configuration
Enable/Disable Widgets
- Go to Settings > Dashboard
- Select widgets to display:
- Revenue KPIs
- Expense overview
- Trend chart
- Invoice funnel
- Top vendors
Per User
Each user can configure their own dashboard (in sidebar).
Navigation
Configure Menu Items
- Go to Settings > Navigation
- Select for each menu item:
- Visible for which roles
- Order
Default Navigation
| Menu Item | Default Visibility |
|---|---|
| Dashboard | All |
| Clients | Accountant, Admin |
| Projects | All |
| Invoices | Accountant, Admin |
| Expenses | All |
| Accounting | Accountant, Admin |
| Settings | Admin |
Related Features
- Getting Started – Initial setup
- Billing Plans – Change plan
Frequently Asked Questions
How do I change the company address?
Under Settings you can edit all company data.
Can I have multiple administrators?
Yes, you can assign the administrator role to multiple users.
How do I delete a user?
Users are deactivated, not deleted. This preserves data integrity.
What happens on plan downgrade?
Features like branding are disabled, your data remains.