Financials Settings

Financials  Settings

Roles and Permissions:

• Owner/Manager: They can see & access Financial Settings.
• Delivery Head: They can't see & access Financial Settings.
• User as PM: They can't see & access Financial Settings.
• User: They can't see & access Financial Settings.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

• The Financial Settings section allows Organisation Owner/Manager to enable or disable financial features and manage financial access for individual members. Using this setting, you can control who can access Budget, Expense, Invoicing, and Payroll features across your organisation.

• The features settings allow you to configure additional settings for your members. To access this page, go to the Settings then navigate to Organisation & Department and click on Financials Settings.

Financials Settings

To access this setting, navigate to Settings > Organisation & Department **> **Financials Settings

At the top of the page, you can enable or disable financial features for the entire organisation.

Available options include:

• Budget
• Expense
• Invoicing
• Payroll
• Turning a feature ON makes it available across the organisation.
• Turning a feature OFF disables it for all members, regardless of individual settings

• The Payroll feature is available only when the Attendance Plan add-on is active. Without this add-on, Payroll will not appear.

Global Settings :

• If you select the checkbox at the top of the member list, the changes apply to all users.

Individual Settings :

• If you select specific users from the member list, the changes apply only to those users.
• This allows customising Features permissions for particular roles or individuals.
• The Organisation Owner/Manager can also enable or disable settings by simply clicking on the check boxes.

Updated on: 21/01/2026