Personal and workspace settings
Your name, email, and sign-in methods belong to your account. Time zone, currencies, members, and financial records belong to the workspace you have open.
Settings that affect data and appearance
The time zone determines transaction dates and reporting periods. The base currency determines how Tetri totals balances and reports. Member roles control who can view, add, or change financial records. Theme and accent change only the interface.
Guides for each settings page
The learning section lists guides for every available feature. Starting a guide opens the page that contains the fields and buttons described in its steps.
Changes for the whole workspace
Changes to the time zone, currencies, member roles, and automations apply to the whole workspace. Before saving, check that reporting periods use the intended time zone and each member still has the correct access.