Settings
Settings (or Config settings) is where admins configure organization-wide options. Access usually requires an admin or manager role.
Where to find settings
- In the sidebar, click Settings (the menu label; the app may use Config settings in some places).
- You’ll see sections or tabs for different areas (e.g. general, lookups, integrations).
Typical areas include:
- Organization – Name, address, branding, and basic defaults.
- Lookups – Dropdown and reference data (e.g. charge types, payment methods, property types).
- Integrations – Connections to accounting, payment gateways, or other systems (if available).
- Users and roles – Who has access and what permissions they have (may be in a separate Users or Team area).
- Billing and fiscal – Fiscal year, currency, tax settings (if applicable).
Changes here affect the whole organization or branch, so only authorized users should edit settings.
Best practices
Review lookup values (e.g. charge types, payment methods) before adding many leases or invoices so data stays consistent.
- Document any custom settings (e.g. integration keys or webhooks) in a safe place.
- After changing tax or fiscal settings, confirm that new transactions and reports reflect the change.
Next steps
