Settings: what is where
A map of every settings area, what each one controls, and which ones are worth revisiting periodically rather than setting once.
ReferenceFor Business owners, Bookkeepers, Firm staff
The map
| Area | Controls | Revisit |
|---|---|---|
| Chart of Accounts | The account structure everything posts to. | As the business changes |
| Banking | Bank and card accounts and their ledger pairings. | When accounts open or close |
| Classes & Locations | Dimension values for slicing reports. | Annually |
| Sales Tax | Tax rates and jurisdictions. | When rates change |
| Budgets | Budget figures by account and period. | Annually, plus re-forecasts |
| Fixed Assets | Asset register and depreciation settings. | At each acquisition |
| Payroll GL Bridge | How payroll maps into ledger accounts. | When the chart changes |
| Vendors / Customers | Master records and defaults. | Ongoing |
| Products & Services | Items used on invoices and bills. | As offerings change |
| Recurring Journals | Scheduled entries. | Quarterly — this is the one that rots |
| Import Books | CSV imports for structural lists. | At setup and migration |
| Approval Matrix | Who approves what, at what thresholds. | Annually, and on team changes |
| Document Storage | Where documents live and retention. | Annually |
| Reports | Reporting defaults. | Rarely |
| Webhooks / API Keys | Developer integration surface. | When integrations change |
Was this useful?