Business "Settings"
"Settings" is a section acts as a centralized hub where users can customize and manage different aspects of their account. Hover to the icon a...
Tue, 16 Sep, 2025 at 9:59 AM
To open a business account profile, you must be a business with an Australian ABN or ACN. Press the Case icon, and choose "Settings" Select &quo...
Tue, 16 Sep, 2025 at 10:14 AM
If your business is registered for GST, all proposals and billing will reflect this. If you send a proposal to an overseas client for whom GST does not e...
Tue, 16 Sep, 2025 at 10:16 AM
You can invoice in the traditional way or request a direct debit authority when your client signs a proposal. Clients can set up their bank account or cr...
Tue, 16 Sep, 2025 at 10:52 AM
Synchronise your contacts between Accziom and your favourite accounting platform. Automatically create and send invoices in Xero or Quickbooks right from yo...
Tue, 16 Sep, 2025 at 10:15 AM
You can send emails from your business domain by connecting to your Google or Microsoft email server. By default Accziom sends all client notifications fro...
Wed, 2 Apr, 2025 at 1:33 PM
Customise on how and when you receive notifications for different activities on the platform. You can toggle off certain notifications you'd prefer mot...
Tue, 16 Sep, 2025 at 10:29 AM
Security - For service providers connecting with a social login, this is not relevant.
Tue, 16 Sep, 2025 at 10:32 AM
TABLE OF CONTENTS Pre-Services Service Scope Engagement Letters Email Templates Reminders Pre-Services These are system configured se...
Tue, 16 Sep, 2025 at 10:50 AM