Settings
Settings
Configure your Fixbooks organization, integrations, and preferences.
The Settings section lets you customize Fixbooks for your organization. Navigate to Settings in the sidebar footer.
Organization
Organization details, billing, and team members
Cost Centers
Class and department tracking
Tags
Tags and categorization for transactions
Reminders
Automated payment reminders (dunning)
Workflows
Approval workflows for expenses, requisitions, and more
Document Templates
Customize invoice and quote templates
API Keys
Manage API keys for integrations
Audit Log
View the complete audit trail
Backups & Recovery
Automated snapshots, manual backups, and point-in-time restore
Trash & Recovery
View, restore, and permanently delete soft-deleted records
Billing
Manage your subscription and plan limits