Settings

Configure self-service options used across the Finance Portal. You can edit these as an executive.

Gmail / Zelle SyncNot configured

Upload gmail-oauth.json (from Google Cloud Console)

Subject must contain (only these emails sync)

From sender email

Inbox email (Zelle notifications arrive here)

Auto-sync interval (minutes)

Auto-sync enabled

Invoice & Receipt Email (SMTP)Stub mode — emails are logged, not sent

Email templatesSubject + body sent for invoices & receipts — fully editable

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DiscountsZelle payment incentive — applied to invoices & reconciled in the ledger

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