Settings and Features
Application configuration including enabling and disabling features, setting up accounting system integrations, configuring email notifications, and managing company details.
Screenshots and a more detailed guide are coming soon.
Settings overview
In the left menu, click 'Settings' (gear icon). A submenu expands with items: Profile (personal and company settings), Contacts (directory), Rules (automation rules), Payments, Products, and Transactions. Each item opens the respective settings page.
Feature configuration
An administrator can enable and disable individual application features: Email notifications (SMTP settings), Email import (IMAP / Office 365), Bank-to-bank payments, Dispatching data to external APIs, Automatic invoice sending, Integration with UOL / iDoklad / Premier. Each feature has its own configuration parameters (API keys, URLs, credentials).