Features / Settings

Settings.

billWright's Settings area controls your company identity, document appearance, security, backups, and access control in one place.

Records directory

Lists every uploaded or generated file the app tracks - receipts, invoices, quotes, statements, and timesheets - searchable and filterable in one place.

Filter by record kind

1. Open the Records directory screen.
2. Click one of the kind buttons in the toolbar: All, Receipts, Invoices, Quotes, Statements, or Timesheets. The active button is highlighted.
3. The table updates immediately to show only records of that kind.

Search by name or amount

1. Type in the Search records field in the toolbar.
2. The table filters in real time, matching against the record name and amount value.

Filter by price range

1. Enter a dollar amount in the Min field, the Max field, or both.
2. The table shows only records whose amount falls within that range.
3. Clear either field to remove that bound.

Read the table

The table shows four columns: Name (with a kind icon), Kind (tag), Amount, and Date. Records are sorted by date descending by default. The record count shown in the toolbar updates whenever filters change.

Branding

Controls the logo, color, and contact details printed on all quotes and invoices. Changes apply across the app immediately.

Update your business identity

1. Navigate to Settings > Branding.
2. In the Identity card, fill in or update:
   • Business name (the public-facing name on documents)
   • Legal name (used for legal and tax contexts)
   • Address (printed on docs)
   • Phone
   • Email
3. Click Save branding.

Set the accent color

1. In the Identity card, scroll to Accent color.
2. Click one of the eight preset color swatches, or use the color picker to choose a custom color.
3. The hex code shown next to the picker updates as you choose.
4. The Live preview panel on the right reflects the chosen color immediately.
5. Click Save branding to apply.

Set the timezone

1. In the Identity card, scroll to Timezone.
2. Choose your timezone from the dropdown. The hint reads: "Your business day boundary. Times are stored safely and shown in this zone. Saves immediately."

Preview and discard changes

• The Live preview panel on the right shows a mini document header that updates as you edit, reflecting the current business name, address, phone, email, and accent color.
• Click Discard changes at any time to revert all unsaved edits.

Document style

Controls the visual appearance of all quotes, proposals, and invoices in the document viewer.

Choose a base style

1. Navigate to Settings > Document style.
2. The Style card shows all available document templates as selectable cards. The card header shows the count of available styles.
3. Click a style card to select it. The preview updates immediately.

Customize the selected style

1. In the Customize card, choose an Accent color from the swatches or color picker. (Available only if the selected style supports accent customization.)
2. Choose a Header style: Standard, Strong, Gradient, Grid, or Hatch. (Available only if the selected style supports header customization.)
3. Choose a Table style: Hairline, Striped, Filled, or Boxed. (Available only if the selected style supports table customization.)
4. Choose a Paid mark treatment for paid invoices: None, Badge, Stamp, or Watermark.

Save or reset

• Click Save style (top right) to apply your choices.
• Click Reset to default (top right) to restore the system default for your account.

Categories

Maps expense categories to Schedule C lines and marks each as an expense or cost of goods sold.

View categories

1. Navigate to Settings > Categories.
2. Parent categories appear at the top level. Subcategories are indented below their parent with an arrow prefix.
3. Each row shows: name, Schedule C line and label, kind badge (EXPENSE or COGS, with COGS shown in the accent color), deductible pill (green "Deductible" or red "Non-ded."), an active/archived toggle, and edit and delete icon buttons.

Toggle a category active or archived

1. Find the category in the list.
2. Click the toggle switch in its row.
   • Active: the category appears in pickers throughout the app.
   • Archived: hidden from pickers, but its historical data is preserved.

Edit a category

1. Click the pencil icon in the category row.
2. Make changes in the modal that opens.
3. Save.

Delete a category

1. Click the trash icon in the category row.
2. Confirm the deletion in the dialog that appears.

Snippets

Stores reusable text blocks - payment terms, assumptions, disclaimers - that can be dropped into quotes and invoices.

View snippets

1. Navigate to Settings > Snippets.
2. All saved snippets are listed with their name in bold and body text below it.

Create a snippet

1. Click New snippet in the top-right corner.
2. In the modal that opens, enter a Name and the Body text.
3. Click Create. A toast confirms "Snippet saved" and the list refreshes.

Edit a snippet

1. Click the pencil icon on the right side of any snippet row.
2. Update the Name or Body in the modal.
3. Click Save changes. A toast confirms "Snippet updated."

Delete a snippet

1. Click the trash icon on the right side of the snippet row.
2. Confirm in the dialog that appears. A toast confirms "Deleted."