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Getting Started
Setting up your Organization
Written by the Approvdit finance team
Organization settings are only available to Administrator accounts. To access them, click your profile dropdown in the top right corner and select Organization Settings.
Here you can configure:
- Company Details: Name, Industry, Tax ID, and Registered Address.
- Localization: Set your default Language, Date Format, and Timezone. This is critical because it ensures all email notifications and audit trail timestamps match your local business hours, not UTC.
The Active Employees count on your dashboard automatically updates based on how many users you have invited and activated in your organization.
Stop running approvals in email.
Approvdit enforces the matrix, deadlines, and audit trail you just read about with approved bills pushing straight to QuickBooks.
Free download: the Approval Matrix Template
The copy-ready matrix from our guides, with example thresholds. We'll email it to you, no spam.