To get to the settings of your organisation you will have to click on your Organisation's Name at the top of the screen and then "Settings" 



On the page that opens you will see a lot of information related to your business. There is a row of Tabs at the top with the following options: 

  • Organisation
  • User Accounts
  • Transaction Categories
  • Billing
  • Product Setup
  • Processes
  • Note Templates 

All of the tabs contain settings for your business. Not all of them will be applicable as this is dependant on your subscription. The Pro Subscription will make use of all of these.