Settings
Configure your Anchor organization, integrations, and preferences.
The Settings section lets you customize Anchor for your organization. Navigate to Settings in the sidebar footer.
Organization
Details, lock dates, fiscal years, members, roles and advisors
Copy Organization
Start a new organization from this one: setup only, or the complete books
Send from your own address with Microsoft 365 or SMTP
Notifications
Approval requests, alerts, and preferences
Document numbering
Prefix, hyphen or none, and the next auto invoice number
Cost Centers
Class and department tracking
Tags
Tags and categorization for transactions
Reminders
Automated payment reminders (dunning)
Approvals
Approval for invoices, bills, expense claims and requisitions
Document Templates
Customize invoice and quote templates
API Keys
Manage API keys for integrations
Webhooks
Signed HTTP calls to your own systems
Online store
Connect Shopify or paste WooCommerce keys, then categorise the bank deposit to clearing
Password
Change, set, or reset the email sign-in password
Sign-in email
Change the address you sign in with (both inboxes approve)
Two-Factor Authentication
Authenticator app (TOTP) and backup codes for your account
Contact codes
Generate customer and supplier account codes
Control Accounts
Receivables, payables and other system accounts
Screen sharing
Let support see your screen during a chat
Audit Log
View the complete audit trail
Backups & Recovery
Automated snapshots, manual backups, and point-in-time restore
Trash & Recovery
View, restore, and permanently delete soft-deleted records