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Instance settings

Name

Logo (Max 2Mb)

Upload a logo

Financial settings

Default display currency

Company Objectives

Set performance objectives for your company. These are displayed on the dashboard.

Target unpaid portfolio balance

Target total outstanding balance for your client portfolio.

Collection target per month

Monthly collection amount target.

% unpaid after 91+ days

Maximum acceptable percentage of unpaid invoices older than 91 days.

Average payment delay target (days)

days

Target average number of days for payment.

Two-Factor Authentication

Require all users in this instance to set up two-factor authentication. Users without 2FA will have a grace period to enable it before losing access.

Require two-factor authentication for all users