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Getting Started

Workspace Settings

Last updated Over 1 year ago

Workspace settings allow you to customize the app depending on your needs. Each workspace is unique, so they can have their own settings.

The workspace settings that can be changed:

  • Workspace name

  • Currency

  • Distance Unit (miles or kilometer)

  • Date Format (only applies to exported CSV reports)

  • Show Transaction # (adds the "Transaction #" field to transactions)

To change your workspace settings

  1. Tap the gear icon (top-left)

  2. Tap "Workspace Settings"

  3. Tap on the desired field you want to change

  4. Tap the "<" button to exit the workspace settings

  1. Open the web app

  2. Click on “Settings”

  3. Click on “Workspace”

  4. Click the desired field you want to change

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