Settings
- Adding a Company
- Adding/removing existing users to other companies
- Applying Tags to Notes
- Archiving a Company
- Archiving Users
- Area Types
- Available Add-ons and Integrations
- Calendar Integration
- Chart of Accounts
- Cheque Books
- Client/Trust Accounting Set up Checklist
- Company Invoicing Settings
- Configuring SSO with Azure AD
- Control changes to Bank Account details
- Correspondence Templates for Email and Letters
- Correspondence Templates Merge Fields
- Create a Text Message Template
- Creating Late Fee Rules
- Custom Rent Payment Frequencies
- Default User Roles and associated permissions
- Disbursement Profiles
- Display Property and Lease/Tenancy Notes on the Invoice Screen
- Distribution Lists
- Enabling SAML single sign-on (SSO)
- Fixflo Integration
- Forms and Agreements Template Merge Fields
- Forms and Agreements Templates
- Headers, Footers & Templates
- Importing Tags
- Insurance Types