Business "Settings"

Settings
"Settings" is a navigation that serves as a centralized hub wherein user can customise and manage various aspects of their account.  Hover to the...
Wed, 2 Apr, 2025 at 2:19 PM
Settings - Account Profile
To open a business account, you must be a business with an Australian ABN or ACN. Select "Account Profile".  There are two types of user ...
Wed, 2 Apr, 2025 at 12:49 PM
Settings - Defaults
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 exi...
Wed, 2 Apr, 2025 at 12:52 PM
Settings - Payment gateway
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 cred...
Wed, 2 Apr, 2025 at 1:03 PM
Settings - Accounting apps
Synchronise your contacts between Accziom and your favourite accounting platform. Automatically create and send invoices in Xero or Quickbooks right from yo...
Wed, 2 Apr, 2025 at 1:20 PM
Settings - Email server
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
Settings - Notifications
 Customise on how and when you receive notifications for different activities on the platform. You can choose which emails you would like to receive fro...
Wed, 2 Apr, 2025 at 1:34 PM
Security
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Wed, 26 Feb, 2025 at 12:50 PM
Settings - Templates
TABLE OF CONTENTS Engagement Letters Service Scope Email Templates Email Templates Engagement Letters Engagement letters are like terms a...
Fri, 21 Feb, 2025 at 1:42 PM