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  • Start Here
  • Getting support
  • Core Workflow
  • Tutorial: Process a Month of Receipts
  • Grants
  • Settings
    • 1.Organisation
    • 2.Purchasers
    • 3.Grants and Schedule
    • 4.Timesheets
    • 5.Timesheet Export
    • 6.Audit log
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DocsSet upSettings

Settings

Open Settings to configure the organization before processing large amounts of data.

Recommended next

Start with OrganisationThen continue through the remaining 5 topics in order.

In this guide

  1. 1OrganisationThe Organisation section shows who the organization is and who is in it. Everyone can open it, but only admins can change anything.
  2. 2PurchasersPurchasers are the people who make purchases or need to be chased for missing receipts.
  3. 3Grants and ScheduleThe Grants workspace holds your funding details, supporting context, rules and grant assignments.
  4. 4TimesheetsTimesheets store daily hours per purchaser per grant.
  5. 5Timesheet ExportThe Timesheet Export card in Settings > Timesheets & Exports produces formatted timesheet reports for a date range.
  6. 6Audit logAdmins can use Settings > Audit log to find who changed a record and review its history.
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