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Two ways to change your organization settings

Open Organization Settings directly or from a feature-specific link when configuration needs to change, resulting in the right settings tab for the workflow you are updating.

Workflow

Step 1

Click main menu on the left

Start in Truewind on Organization Settings, then click on main menu on the left

Step 2

Open Bookkeeping

Use Bookkeeping when you want to reach the in-product settings shortcut from an accounting workflow.

Step 3

Open Bank Transactions

The fastest path to organization settings starts from the Bank Transactions workspace.

Screenshot showing Click Bank Transactions

Step 4

Open settings from the feed

This opens the relevant page or panel so organization-wide bookkeeping settings stay consistent.

Screenshot showing You can see a setting icon in the bank transaction feed

Step 5

Review the shared settings

Use this checkpoint to verify the current state so organization-wide bookkeeping settings stay consistent.

Screenshot showing You are able to change the setting for all accounting modules

Step 6

Review Prepaid Expense settings

This module uses the same organization-level settings surface, so changes here affect more than one accounting workflow.

Screenshot showing Click PREPAID EXPENSE

Step 7

Review Fixed Assets settings

Use this module shortcut when you need to confirm the same organization settings from another accounting area.

Step 8

Review Tasks settings

The Tasks module points back to the same shared organization settings controls.

Step 9

Review SSO Configuration

SSO Configuration appears in the same organization settings area when you manage authentication-related options.

Screenshot showing Click SSO CONFIGURATION

Step 10

Review Email Uploads

Email Uploads is another settings category available from the shared organization settings page.

Step 11

Alternative: you can edit the organization setting in your profile. Click on Profile

Complete this action so organization-wide bookkeeping settings stay consistent.

Step 12

Open Organization Settings

This takes you to the central settings page where organization-wide defaults are managed.

Screenshot showing Click Organization Settings

Step 13

Choose the organization

Pick the organization whose settings you want to inspect or update.

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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