Settings

General Settings

Configure currency preferences, amount display formats, and automatic features.

Currency Settings

Main Currency

Select your preferred currency for reporting in the Insights panel
Amounts from other currencies will be converted to this currency for aggregation
Uses cached exchange rates for conversion

Amount Display Format

Configure how monetary amounts are displayed throughout the application:

Currency Position:
- Before amount (e.g., $100)
- After amount (e.g., 100$)
Decimal Separator:
- Period (.) - e.g., 100.50
- Comma (,) - e.g., 100,50
Thousands Separator:
- Period (.) - e.g., 1.000.000
- Comma (,) - e.g., 1,000,000
- Space ( ) - e.g., 1 000 000

Automatic Features

Auto-Tag Subscriptions

Enable/disable automatic tagging of potential subscription payments
When enabled, adds the Subscription tag to invoices identified as recurring payments
Uses the Insights panel's subscription detection algorithm

Overview

GetInvoice settings and configuration options.

File Name Settings

Customize how invoice files are named and organized.