Settings
Open Settings to configure the organization before processing large amounts of data.
In this guide
- 1OrganisationThe Organisation section shows who the organization is and who is in it. Everyone can open it, but only admins can change anything.
- 2VAT VendorsSome vendors always charge VAT, or never do. Add them under **VAT vendors** in Settings and their purchases take that setting before the receipt or the AI is asked. Only admins can see and change the list.
- 3PurchasersPurchasers are the people who make purchases or need to be chased for missing receipts.
- 4Grants and ScheduleThe Grants workspace holds your funding details, supporting context, rules and grant assignments.
- 5TimesheetsTimesheets store daily hours per purchaser per grant.
- 6Timesheet ExportThe Timesheet Export card in Settings > Timesheets & Exports produces formatted timesheet reports for a date range.
- 7Audit logAdmins can use Settings > Audit log to find who changed a record and review its history.