Managing Account Settings and Billing in EasyAML
Account Settings is where you manage your business information, users, billing, and platform configuration.
Account Settings is where you manage your business information, users, billing, transactions settings, customisation, and groups. Open it from anywhere in easyAML by clicking Account Settings in the left navigation, or jump straight to the area you need below.
On this page: Watch the video · Areas at a glance
Areas at a glance
- Account - your business details, sector and designated services. See changing sector & services.
- Users - invite staff, manage roles and PDD. Guides: Invite a New User · Add Users and complete PDD.
- Billing - your plan, payment method, agreements and billing contact. Guides: Subscription plan · Payment method · Client Agreement · Billing info.
- Transactions - transaction defaults and client cost recovery. Guide: Client cost receipt.
- Customisation - client billing method, question sets, branding. Guides: Client billing method · Custom questionnaires · Whitelabelling.
- Groups - organise transactions and staff by office or team. Guide: Creating and managing Groups.