Settings

Settings is admin-only. Access it from the bottom of the left sidebar.

Company Info

Edit your company's basic information:

• Company Name — appears on invoices and reports
• Address — appears on PDF invoices
• Invoice Prefix — the prefix used for auto-generated invoice numbers (e.g. INV → INV-0001)
• Default Tax Rate — applied to new invoices; can be overridden per invoice

Click Save to apply changes.

Business Lines

Business lines divide your financial activity into distinct areas (e.g. "Consulting", "Products", "Events").

Adding a business line:

1. Type the name in the field at the bottom of the list
2. Click Add

Editing a business line: Click the pencil icon to rename it.

Pre-Revenue toggle: Marking a business line as "Pre-Revenue" adds a badge to it on the Dashboard and includes it in the Pre-Revenue report. Use this for lines that are intentionally not yet generating income (e.g. a new product in development).

Disabling a business line: Toggle the active switch to disable a line. Disabled lines no longer appear in transaction dropdowns but their history is preserved.

Stripe Configuration

Enter your Stripe secret key here. It is stored encrypted in the database — never in .env.

1. Go to Settings → Stripe Configuration
2. Paste your sk_live_... or sk_test_... key
3. Click Save Stripe Key

The key is encrypted with AES-256-GCM before storage. The settings page only shows the last 4 characters to confirm it's set.

To remove the key, click Remove Key.

Users

User management has moved to the Admin Console at /admin. The Settings page now shows a single link pointing there. See the Admin Console page for the full walkthrough.

Email (SMTP)

The Email (SMTP) section lets you point this tenant's password-reset emails at your own SMTP provider, overriding the platform default. If left blank, the platform SMTP (configured by the host operator) is used. See SMTP & Email for details.

Categories

Categories let you classify transactions for expense and income breakdowns in reports.

Adding a category:

1. Go to Settings → Categories
2. Click + Add Category
3. Enter the name and select the type (Income or Expense)
4. Click Save

Editing a category: Click the edit icon to rename it or change its type.

Deleting a category: Click the delete icon. Categories that are currently assigned to one or more transactions cannot be deleted — reassign or remove the category from those transactions first.

System categories: 21 default categories are seeded when your company is created (e.g. Software, Office Supplies, Travel, Meals). These are marked as system categories and cannot be deleted, but they can be renamed.

Restoring defaults: Click Seed Defaults to restore any missing default categories. This uses INSERT OR IGNORE, so it will not create duplicates or overwrite any changes you've made to existing categories.

Tax Tables

Settings → Tax Tables stores the federal and Utah state withholding rate tables used by the Payroll module.

The tables are pre-loaded for tax year 2026. Each January, when the IRS and Utah Tax Commission publish updated withholding tables, an admin should update these values to keep payroll calculations accurate.

To update:

1. Go to Settings → Tax Tables
2. Select the jurisdiction (Federal or Utah)
3. Update the bracket values to match the new published tables
4. Click Save

WARNING

If you run payroll without updating the tables at the start of a new tax year, withholding calculations will use the prior year's rates. Always update before the first pay run of the new year.