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Reports, Settings & Integrations

Workspace Settings

Workspace Settings built for one connected workspace.

Configure business identity, billing preferences and workspace defaults.

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Workspace scopedRole controlledConnected records
KharchaBill Workspace Settings workspaceWorkspace Settings
Feature overview

Workspace Settings built for one connected workspace.

Configure business identity, billing preferences and workspace defaults. KharchaBill keeps the related record in the active workspace and applies the user permissions configured for that workspace.

Key features

Everything you need for workspace settings

Workspace Settings records

Create and manage supported records from one connected workspace.

Workspace scoped

Records are isolated to the active workspace and its operating context.

Permission aware

Available actions follow assigned roles and explicit permissions.

Connected reporting

Related activity can feed supported financial or operational reports.

How it works

Use workspace settings in 4 clear steps

  1. 1
    Open Workspace SettingsUse the feature in a workspace where it is enabled.
  2. 2
    Add the recordEnter the required details and review validation.
  3. 3
    Manage activityUpdate the record using the actions allowed by your role.
  4. 4
    Review resultsUse related lists and reports to understand recorded activity.
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Who it’s for

Available through current Business Packs

This capability is part of the core platform or enabled through workspace configuration. Check the current Pack detail before subscribing.

Explore Business Packs
FAQ

Common questions

Which Business Packs include Workspace Settings?

The feature page shows the current Business Packs linked to this capability in the database. Availability also depends on the active workspace entitlement and user permissions.

Is Workspace Settings workspace scoped?

Yes. Business records are resolved within the active workspace and authorised operating context.

Can team access be limited?

Yes. Owners and administrators can assign supported roles and permissions.

Ready to use Workspace Settings?

Create your workspace, then enable the Business Pack and access your work requires.

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