The Settings section covers your company information, account preferences, financial accounts, pending approvals, and personal profile. Here’s what you need to know.
1. View company details and addresses
View your business type, industry, and registered address.
| Tab | What it contains |
|---|---|
| Business info | Business type and industry |
| Registered address | Official address for compliance |
Note: Your legal business name and ABN are verified during business verification and aren’t edited here. Card delivery addresses are entered when you order a physical card, not stored in settings.
Read the full guide: How to update your company details.
2. Configure company preferences
Control GST extraction, card settings (including Spend Controls), bill approval limits, and low funds alerts from one page.
Read the full guide: How to configure company preferences.
3. View your accounts
See your Spend Account balances and manage verified bank accounts for deposits.
Read the full guide: Understanding your Accounts page.
4. Review and approve pending items
Bills over the auto-approval limit and money requests appear in the Awaiting approval section on your Dashboard.
Read the full guide: How to review and approve pending items.
5. Manage your profile
Update your personal details, notification preferences, and security settings from the My profile page.
Read the full guide: How to manage your profile.
6. Create categories and tags
Set up spending categories (mapped to your chart of accounts) and custom tags for extra tracking like department or project.
Read the full guide: How to create categories and tags.
7. Use action logs
View the complete audit trail of everything that happens in your account — user changes, card actions, budget updates, transaction edits, and more.
Read the full guide: How to use action logs.