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Settings

Settings

Settings holds your company's details and rules, your own profile and notifications, the approval chains and the integrations. Only the owner changes the company's settings; others see them as they are.

Yumio screen: Settings, with numbered red boxes marking the steps
Screens from Yumio's demo company, Modern Build Contracting. Its projects, people and figures are sample data.Open the picture full size

Step by step

  1. 1Pick a tab: Company, Branding, My profile, Notifications, Approvals and Integrations; the owner also sees AI credits, Plan & billing and Your data.
  2. 2In Company, check the company names, the VAT number and VAT %.
  3. 3Choose the Evening daily report time: then Yumio drafts today's report for every active project with confirmed updates. A manager still issues it.
  4. 4Set Overhead & profit for new tenders (%) and Minimum margin %. A tender revision below the minimum margin waits for the owner's approval before it is submitted.
  5. 5Open Advanced for the rate escalation, consultant reply days, PO warnings, programme delay, discount limit, tender follow-up days and quote prefix. Then press Save.
  6. 6Approvals sets who approves each type of document, optionally only from an amount up; Integrations connects mailboxes, Telegram, WhatsApp and accounting.

More in this section: Settings

Still stuck?

Write to us in Arabic or English and we will help.

support@yumio.site