Gojee Settings

Introduction

Active Organisation + Xero Link Status

Role in active organisation

Xero Connection Options

• Sync Xero Now
• Manage Subscription
• Disconnect from Xero

Link a new organisation

• Explain they can link a new demo company or a new real organisation, and that will connect it to their current Gojee Login.

Linked Organisations

• Shows a list of all organisations linked to their current login and enables switching

Organisation Settings

1. GL Account Mapping
2. Xero Branding Theme Mapping
3. Planning
4. Email Settings
5. Application Features
   • square using a square test account
6. Job Task Activities
7. Payments
8. Resource Settings
   • inventory locations etc
9. Other Settings

User Settings