Advanced Settings, Made Simple: Control Every Detail

Jon Santillan
Jul 17, 2025

As your team scales and your finance processes become more complex, having the right tools to configure your workflows isn’t just helpful, it’s essential.
That’s why we’ve made key improvements to OCTA’s Advanced Settings. Instead of clicking through scattered menus or remembering where each option lives, you’ll now find a well-structured overview of all configurations, organized clearly at the module level.
Whether you're fine-tuning email reminders, customizing invoice display options, or adjusting automation logic, everything is now in one place and easier to manage.
Here’s what you can expect:
- A cleaner view of all advanced settings grouped by feature
- The ability to configure exactly what matters to your team
- A more intuitive and focused experience across all modules
This update is part of our ongoing effort to give you more control and clarity—so OCTA feels like your system, not just another tool.
Want to know more? Let's chat.