The nine categories
- 1.Automations: your rules, the built-in messages, what is coming up and what has gone out.
- 2.Templates: Quotes (terms and conditions, quote wording and layout), Invoices, Other documents, Emails, Texts and Signatures.
- 3.Invoicing & Numbering: Numbering, Quotes (approval), Invoices (approval, payment terms and terms by client type), Tax, and Getting paid (your bank details).
- 4.Team: People, Roles and permissions, Sensitive labels and Sign-in rules.
- 5.Business: Company profile (including your travel base), Branding, and Availability and booking.
- 6.Workflow: Streams and Client stages. Job types come from your quote presets.
- 7.Messaging: Sending rules, Email setup and Text sender.
- 8.Integrations & Add-ons: accounting, customer payments, email, texts, your website and calendar feeds, the add-ons, plus Data import.
- 9.Account: Plan and billing, Data and privacy, and About.
Your own settings
Settings that belong to you rather than the business are on My profile. Open the menu under your name at the top right and choose My profile and settings for your password, two-step sign-in, your email signature, your forwarding address and your calendar feed.
Search instead of browsing
The search in the top bar understands everyday words, not just menu names. Try typing what you want to do, for example public holidays, gst or who can see invoices, and it will point you at the right setting or page.
Old links and bookmarks to Settings pages still work and open the matching page.
Who can see Settings
Settings is permission-controlled. Owners have it all; employees generally do not see it. Access is adjustable per role under Team, then Roles and permissions.
Read next
Connecting Xero, QuickBooks or MYOB
Connect Xero, QuickBooks Online or MYOB, and each invoice goes across when you send it and payments show on both sides.
More in Settings & billing
The Integrations & Add-ons page
Everything VexOp connects to in one place, and the add-ons you can switch on: accounting, customer payments, email, texts, your website, calendar feeds and data import.
Switching add-ons on and off
Add-ons are extra parts of VexOp+ an owner switches on in Integrations & Add-ons. Switching one off hides it everywhere and deletes nothing.
AI connections: Claude, ChatGPT and Perplexity
Connect your own Claude, ChatGPT or Perplexity (beta) to VexOp+, so it can look up your jobs, clients, quotes, invoices and schedule. It only reads, and it sees only what you can see.
Billing and your subscription
Your VexOp plan, card and charges live in Settings under Plan and billing, with exact amounts shown before anything is charged.
Two-factor authentication
Add a second check at sign-in so a stolen password alone cannot open your account.
My profile and your own settings
Your password, two-step sign-in, email signature, forwarding address and calendar feed live on My profile, not in Settings.
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