Finance
Finance settings
Organization details on documents, numbering, bill approval, sales tax, the invoice email sender and connected payment accounts.
On this page
Finance → Settings configures how Finance works for your organization. Each section saves on its own.
- Who
- Manage Finances (owner-sensitive)
- Where
- Finance → Settings (
/finances/settings)
On your documents#
- Currency — your base currency, as three letters (for example NGN or USD). It is fixed once anything is posted: every amount in the books is kept in it.
- Address — shown on invoices and other documents.
- Financial year starts — the month and day (MM-DD) your financial year begins, used by reports.
Numbering and approval#
- Invoice numbers start with and bill numbers start with — the prefix for each series.
- Show quantity on invoice lines.
- Bills need approving before they reach the books — when on, new bills wait for someone with Approve bills.
Tax#
- Charge sales tax on invoices, and the rate in percent. One rate applies to invoice lines; per-line tax codes are not available yet.
How customers pay#
Connect Stripe or Paystack so invoices can be paid online, and choose which account payment links use. See Take invoice payments online.
Invoice emails#
Invoices and reminders are emailed from one sender for the whole organization, whoever presses Send.
- Connect the organization's invoice mailbox — Connect Gmail, Connect Microsoft 365 or Another mailbox (SMTP). Use a shared business address such as billing@ or accounts@, not a personal one. Replies then land in that mailbox and can be read in Email.
- Replies go to — the address replies should reach when Unobits sends for you.
- Invoice email sender — Organisation mailbox (the default: send through your connected business email) or Unobits sending (send through Unobits even when a mailbox is connected). When Unobits sends, invoices carry your organization's name and address; if your domain is verified for sending in Reach, they come from that address.
If neither is available, invoices cannot be emailed yet — the page says so and offers to connect a mailbox.
Expense claims#
Everyone can claim expenses. Claims are reviewed by the Owner and anyone given Approve expenses, and reimbursed by anyone with Manage Finances. Set who in Admin → People. See Expense claims.