About Accounting settings

Overview

The Accounting settings section of Company settings is where you set your company-wide configurations for Wrapbook’s accounting tools.

Access Accounting settings

Accounting settings are permission based

To update, your account must have one of the following roles enabled:

• Role: Company Admin, Accountant

• Custom role with: Accounting settings - Full access

To access Accounting settings:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown. menu, select All projects

3. In the left-side navigation, click Company settings

4. Scroll down the page until you see Accounting settings

Accounting settings is where the following are configured:

• Accounting integrations

• Chart of Accounts (COA)

• Line numbers

• Vendors