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Open the Billing Settings by clicking Billing→ Advanced→ Settings
The admin will be guided to a page where he will be able to customize and configure tabs in the module such as entities, invoice templates, and more.
Entities: Anchor1 1
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Under Entities Settings, you can set up existing entities, create new ones, or import entity settings.
Users can switch Entities from the drop-down list on the top right of the billing menu.
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Learn more about how to create entities here. |
Expenses: Anchor2 2
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From the expenses section, the admin will be able to configure the expense categories and select the petty cash to user mapping.
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Learn more about how to add expense categories here. |
The Petty Cash to User mapping displays each User along with their authorized accounts. You can also modify the permitted accounts directly from this report.
Partners: Anchor3 3
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