Company settings
Name and logo shown in the header across your workspace
Only the workspace owner can change company settings or financial preferences.
Company Settings
Company information shown across your workspace.
Logo
Square images work best (max 2MB).
Used on client payment receipts (e.g. CP-0001).
Used on receipts and PDFs when applicable.
Financial Preferences
Configure organization-wide finance defaults.
Used across budgets, expenses, statements, reports, and finance modules.
Storage
Workspace storage used by Documents and other uploaded files. File management remains in Documents.
Used
—
of — used
— available