SettleWise

Organization Settings

Configure your organization settings and preferences

Organization Settings

Configure your organization's settings and preferences.

Accessing Settings

Navigate to Settings → Organization to access organization settings.

Configuration Options

Business Information

  • Organization name
  • Business address
  • Contact information
  • Tax information
  • Business registration details

Payment Configuration

  • Payment methods accepted
  • Payment terms defaults
  • Invoice numbering format
  • Currency settings

Email Settings

  • Email templates
  • Sender information
  • Email branding
  • Notification preferences

QuickBooks Integration

  • Connection status
  • Account mapping
  • Sync preferences
  • Sync history

Organization settings require admin access.

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