MyTabulonBusiness guide
Dashboard
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Business Setup guide

Business settings define how the company appears to customers and how internal records calculate money, brand documents, and route payments.

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupLogo, currency, contact details, social links, billing, payout, and deletion safety live in settings.Check plan limitsFree, Plus, Pro, and Max control capacity, AI, storage, recurring rules, approvals, payroll fees, and payouts.Use global searchFind features and records across clients, leads, invoices, deals, tasks, files, expenses, team, and AI chats.Ask Maximo AIUse chat, voice, files, tools, memory, sources, and session organization when the work needs help.

Identity

Business Setup

Business settings define how the company appears to customers and how internal records calculate money, brand documents, and route payments.

  • Keep legal name, DBA, logo, email, phone, address, website, social links, currency, and company contact details current.
  • Logo and social details appear on public payment pages, PDFs, emails, and customer-facing records.
  • Default currency affects invoices, inventory values, accounting, analytics, payment links, and payroll availability.
  • Business settings include subscription snapshot, billing links, payout setup, social media, and secure deletion controls.
  • Owners and administrators can edit business details; restricted roles should use profile settings for personal updates.
Business settingsBillingPayouts guide

Fast answers

Easy FAQs

What should I do first after creating a business?

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

Business settingsPlan & Billing
Why do I see a plan or upgrade message?

The app checks plan tier, subscription state, and usage caps before opening or changing protected records. A 402 response usually means the plan is free, inactive, or has reached a limit for that feature.

Plan & BillingCompare plans
Which records can global search find?

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company.

Search guide
How do payment links stay safe?

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

InvoicesSecurity guide
What is Business Memory used for?

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, and conflict checks.

Business MemoryMaximo AI
Where do payouts go?

Payouts go to the connected default bank account in Business Settings. Manual and auto payout behavior depends on threshold, fee settings, OTP finalization, and Paystack transfer status.

Payout settingsAccounting

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

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