Settings
Settings control organization behavior, reference data, users, templates, and integrations.
- Organization profile, localization, design, and preferences
- Users, invitations, subscription, and account settings
- Accounting books, periods, counters, transaction types, and taxes
- Email, document import, bank account, and template configuration
📄️ Organization
Organization settings define the legal and operational identity used throughout Zenvio.
📄️ Accounting
Accounting settings define how transactions become ledger entries.
📄️ Taxes
Tax settings define which taxes and jurisdictions are available to transactions.
📄️ Reference data
Reference data keeps repeated values consistent across the product.
📄️ Templates
Templates control how Zenvio renders business documents.
📄️ Emails
Email settings control outbound messages and reusable email templates.
📄️ Users and access
Users and access settings control who can use the organization.
📄️ Document import
Document import settings help Zenvio interpret uploaded business documents.
📄️ Bank accounts
Bank accounts are used by finance, payments, and statement workflows.
📄️ Subscription
Subscription settings show the organization plan and available product access.