Firm Settings
Firm Settings Overview · Firm Details & Branding · Permissions & Users Setup · Questionnaire Configuration · Workpaper Variance Thresholds · Materiality Thresholds · Rules Builder · FYI Docs Integration
- Firm Settings OverviewWhat Firm Settings covers, who can access it, and how it's organised.
- Firm Details & BrandingSetting up your firm's profile, logo, and contact details.
- Permissions & Users SetupAdding your team, assigning role levels, and managing access.
- Questionnaire ConfigurationBuilding and sending structured information requests to clients.
- Workpaper ThresholdsControlling which workpapers get automatically generated for a job.
- Materiality Thresholds
- Rules BuilderDefining how Zato flags or reclassifies transactions during GL Scrutiny.
- BranchesSet up branch locations under your firm and manage branch-scoped access for L5 and below users.
- ChecklistSet up the firm’s standard checklist of points to confirm on every job, grouped by stage.
- Email SettingsChoose the email address and name clients see when Zato emails them.
- Query RemindersChase clients automatically while their queries are unanswered.
- Query EmailsSet the wording of the email clients receive when queries are sent to them.