Settings

Click the settings button  in the upper right corner of the page to enter the settings page (this module is only open to the role of Accountant manager).

Subscription Management

You can see Subscription info here in subscription Management tab. You can also manage subscription here as needed, starting from clicking Manage Subscription.

User Management

Click User Management option to switch to User Management module. You can all the users info here.

Add User

Click + button on the top right of the page to add new user.

Deactivate User

User with Active status can work well in Mattteroom. You can switch Active status to inactive to deactivate user according to the following Prompt.

User will be in Inactive status.

User Role Settings

You can also manage user’s role by click setting icon under Settings column. User’s role info display under Role column. manage (by switching on or off)  corresponding role as needed

Office Information

Click the Logo Icon on the Firm information page to upload the logo image from your device (the limitation of the file size is less than 10MB, JPG and PNG formats are supported).

Add Office

The office field involves employee information, expense module and billing module. Click adding button on the right side of the office to create a new office.

Account Management

Click the bank account folder icon to enter all bank account management interfaces.

Click New Account to add new account.

Currency Settings

Switch to currency setting page, The company's currency is the default currency.

Click new button on the right side of office currency to create a new office currency. The currency type can be configured in the backstage.

Exchange Rate【Expense & Bill】

Switch to Expense Exchange Rate tab to see all the expense rate exchange info here

Click new button + on the right side of exchange rate to create a new exchange rate. This setting is applied to the expense module. When the expense currency is different from the expense report office currency, the exchange rate will be automatically converted.

You can also modify the exchange rate by click drop-down triangle button on the right side of exchange rate to append exchange rate. You can click history data to view the historical exchange rate changes.

Switch to billing exchange rate tab, to view billing exchange rate info. Click new button on the right side of exchange rate to create a new exchange rate; This setting is applied to the billing module to automatically convert the exchange rate when the billing currency unit is different from the personnel hourly rate and expense currency.

Tax Rate 

Switch to tax rate setting page, click new button on the right side of tax rate setting to create a new exchange rate, and click the trash can icon on the right side of tax rate to delete this tax rate.

Timesheet

Switch to timesheet tab to select whether to set Minimum billing increments.

This setting will be applied when the timer is saved. When it is less than the minimum billing increments, the system will save it according to the setting.

System Rule

Switch to system rule tab to manage settings related to billing. Administrator can set the default template for each office, to adapt to the different billing templates of different offices.