Accessing settings
Click the gear icon in the top-right corner of the header to open Settings. Settings are organised into four tabs.General settings
Configure your workspace basics:Billing
View and manage your subscription:- See your current plan and usage — document credits are the only metered usage; the AI assistant is included with every plan
- Upgrade or downgrade your plan
- View document processing limits and current usage
- Manage payment methods
Plan limits
Users
Manage your team:- Invite new members to your workspace by email
- View current team members and their roles
- Remove members who no longer need access
User management is powered by WorkOS. Invited users receive an email to create their account or sign in with an existing one.
Roles
Integrations
Connect and manage external services:Xero
- Connect/disconnect your Xero account
- Sync data manually: Customers, Chart of Accounts, Invoices, Bills, Quotes
- Map accounts: Assign eggz expense categories to Xero account codes
Gmail
- Connect/disconnect your Gmail account using WorkOS Pipes
- When connected, eggz can detect invoices, bills, and receipts in your inbox