Why this article exists
The current product keeps settings in one place, but you may reach the page either directly or from the workflow that needs the setting changed.
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Settings / Organization Settings
Two Ways to Change Your Organization Settings
Reach the current Organization Settings page either from the main settings entrypoint or from feature-specific links that open the matching settings tab.
Workflow
Setup workflow
Step 1
Open Organization Settings from the main app
Use the main app navigation to open the Organization Settings page directly.
Step 2
Choose the settings tab you need
Use the current sidebar to open the exact settings area you want to update, such as Bank Transactions or Sage Intacct Configuration.
Step 3
Use feature-specific links when they are available
If a feature sends you into Organization Settings, follow that link so the matching settings tab opens in context.
Step 4
Save the setting and confirm the change
Update the setting, save it if needed, and verify the related workflow reflects the change.
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