Settings
Configure your account
Account
Change your password and personal info
Brands
Manage your business entities
Currencies
Configure available currencies
Categories
Expense categories & subcategories
Email configuration per brand
Invoice Settings
Numbering & templates
Bank Accounts
Manage bank connections
Vendors
Manage suppliers and people you owe money to
Attribution Rules
Auto-split expenses across clients based on description or vendor
Opening Balances
Seed historical account positions when cutting over
Xero Import
One-time migration of contacts and invoices from a Xero CSV