Synced
DU
Demo User
demouser
Business Settings
Manage all your company's settings from one place.
General
Company Profile
Details, address, and branding.
Departments
Manage teams and departments.
Teams
Create and manage user teams.
Users
Add or manage organization users.
Automation & Workflows
Approvals
Define and manage approval workflows.
Approval Delegations
Manage who covers approvals when members are away.
Workflow Builder
Design guided procurement workflows.
Form Builder
Create and manage custom forms.
Branding & Communication
Branding
Customize the look and feel of the app.
Bill Appearance
Choose the default bill template for all bills.
Email Settings
Configure notifications and templates.
Notifications
Manage email notification preferences.
Portal Management
Vendor Portal Settings
Configure vendor portal access and notifications.
Employee Portal Settings
Configure employee portal access and notifications.
Finance & Billing
Bill Settings
Configure default bill settings.
Purchase Order Settings
Auto-send, two-way & three-way matching.
Expense & Reimbursement
Pre-approval rules, variance, receipts & payouts.
Categories
Manage expense and bill categories.
Items
Manage products and services.
Taxes
Configure tax rates and settings.
Payment Terms
Manage payment term options.
Advanced
Advanced Options
Fiscal year, numbering, currency, retention & locale.
Card List Defaults
Default pager, sort, export & display for card lists.