Workspace foundations

Build on accurate workspace details

Open workspace settings and confirm the organisation name, property details, business contacts, time zone, default currency and operating dates. These defaults affect reports, notifications and financial records.

Complete the setup in a safe order

1. Confirm business and property identity.
2. Set regional formats, currency and time zone.
3. Create departments and reusable roles.
4. Invite the implementation team.
5. Test one complete operating workflow.

Before going live

Review access with a non-administrator account, reconcile imported opening data and document who owns daily checks. Avoid changing core financial defaults after live transactions begin without support guidance.