On the System Settings page you can manage the account wide default settings for various extraction and publishing processes.
To access the System Settings page for your own account simply go to the Manage section of the sidebar, then System Settings.
To access the System Settings page for one of your client’s accounts:
- Go to My Clients in the sidebar.
- Click Manage next to the client whose settings you wish to edit.
- Then click System Settings.
On the System Settings Page you can manage:
- Publishing items as ‘Paid’
- Due dates
- The automatic review of duplicate items
- Auto-categorisation
- Tax rates
- Detecting missing bank statement data
- Archive settings
- Item download settings