SettingsUpdated May 2026
General Settings
How to configure your workspace general settings in Tetri Copilot.
Access:OwnerAdmin
Overview
General Settings covers the foundational workspace configuration — your company details, financial settings, and system preferences.
How to Update General Settings
- 1
Expand the Settings group in the sidebar.
- 2
Click General.
- 3
Update any settings you need to change.
- 4
Click Save Changes to apply.
General Settings Fields
| Field | Required | Description |
|---|---|---|
Company Name | Your business name as it appears on invoices. | |
Country | Your business country. | |
Currency | Your default billing currency. | |
Timezone | — | Your local timezone for scheduling reminders. |
Date Format | — | How dates are displayed. |
Invoice Prefix | — | Prefix for auto-generated invoice numbers. |
Default Payment Terms | — | Default days until payment due on invoices. |
Default Tax Rate | — | Default tax rate applied to new invoice line items. |
Fiscal Year Start | — | Month your financial year begins. |
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Note
Workspace and company names must be unique across the platform — if you see a "name already in use" message when saving, choose a different name. Avoid changing your currency once you have invoices or expenses; contact Support first if you must.
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