Settings

Configure your BooksOnAutopilot.com organization, integrations, and preferences.

The Settings section lets you customize BooksOnAutopilot.com for your organization. Navigate to Settings in the sidebar footer.

Organization details, billing, and team members

Class and department tracking

Automated payment reminders (dunning)

Approval workflows for expenses, requisitions, and more

Customize invoice and quote templates

Manage API keys for integrations

View the complete audit trail

Automated snapshots, manual backups, and point-in-time restore

View, restore, and permanently delete soft-deleted records

Manage your subscription and plan limits