Teams and settings
Manage team receipts, bank accounts, categories and learned rules.
Team receipts
Admins can open Team to see receipts submitted by people in the same Xero organisation. Filter by teammate, review their receipts, and allocate a paid-from account when a submit-only user could not choose one.
Quenta relies on Xero for user membership and roles. Add or remove people in Xero rather than maintaining a second user list.
Settings
- General: account, plan, default organisation and Xero connection.
- Bank accounts: admins can control which accounts appear in paid-from pickers.
- Departments: choose visible Xero tracking options and defaults.
- Email in: forwarding addresses and approved senders, when configured.
- Categories & rules: edit categories, remove account or department mappings, and forget merchant rules.
Removing a learned mapping is safe. The next matching receipt simply asks again.