Improved
Company settings in three pages, each with tabs
General, Tax & closing and Automation replace the long list of settings rows, with tabs inside each page.
In this guide
Company settings is easier to scan. Its rail is now three pages, followed by Team and, for admins, Activity, and each page splits its controls into tabs.
Where things are
- General: Details, plus Contacts, Accounts and Tax rates synced from Juan. The connection line and Re-sync sit above the tabs.
- Tax & closing: Tax forms and Closing.
- Automation: Drive, Purchases and Sales. This page is for admins and appears for active companies only.
The selected tab is part of the page address, so a copied link opens the same tab. Older links and bookmarks to the previous settings pages still land in the right place.
Some controls remain visible only to admins. Members can still read the company details they are permitted to see.