Workspace & Company SetupUpdated May 2026
Workspace Settings
How to manage general workspace settings and configurations.
Access:OwnerAdmin
Overview
Workspace settings let you configure how the platform behaves for your organization. This includes invoice numbering, default payment terms, and compliance preferences.
Workspace Settings Options
| Field | Required | Description |
|---|---|---|
Invoice Number Prefix | — | A prefix added to all invoice numbers (e.g., INV-). Helps identify your invoices easily. |
Default Payment Terms | — | The default number of days for invoice payment (e.g., Net 30). Applied automatically when creating new invoices. |
Fiscal Year Start | — | The month your financial year begins. Used in reporting and analytics. |
Default Tax Rate | — | The default tax percentage applied to new invoice line items. |
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