Business Settings
How to configure your business information, tax details, and subscription plan in Cashvio.
Business Information
As the account owner (tenant), you can configure your business details:
- Go to Settings in the sidebar.
- Navigate to Business Settings.
What You Can Configure
| Field | Description |
|---|---|
| Business Name | Your official business name |
| Tax ID | Your tax registration number |
| Business Address | Your business's registered address |
| Contact Information | Business phone and email |
Click Save Changes after making updates.
Subscription Plan
View your current subscription plan details:
- Go to Settings > Plan.
- You will see:
- Current Plan — Which plan you are on
- Features — What is included in your plan
- Usage — How much of your plan limits you have used
- Upgrade Options — Available plan upgrades
Note
Business settings are only accessible to the account owner (tenant). Regular team members with roles cannot access this section.