Company setup menu

You can access information about your OnBalance account, business information, financial information, expense information, product and services information, and information about recurring items you have set up in the company setup menu.

To open your company setup menu, click your company name in the upper-right corner, and then click a screen name.

• My Account
• Users
• Permission Groups
• My Company
• Financial Accounts
• Expense Categories
• Products & Services
• Product Taxes
• ISS Definitions
• Services
• Sales Options
• Recurring Items
• Release Data for the Accountant

You can also sign out from the company setup menu.

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