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Settings

Browse support articles for Settings.

Features
Manage Bank Transactions settings

Open Organization Settings from your profile when you need to inspect or update the Bank Transactions settings for a specific organization.

Manage Sage dimensions in Truewind

Enable or disable Sage-backed dimensions when categorization workflows need different fields, resulting in the right dimension options during transaction review.

Add a Truewind Journal Entry book in Sage

Create the Sage Intacct journal book Truewind should use when Sage posting needs a dedicated destination, resulting in the right book being available in Truewind settings.