Company Settings has been rebuilt: a searchable left-hand nav replaces the old 13-tab wall, so you can jump straight to any setting by name, or by what it does.
Jamie Duncan
Company Settings used to spread configuration across 13 tabs: tax, payments, document templates, team roles, and a dozen more, all crammed onto one page with no way to search it. Changing a deposit percentage or finding who had permission to edit a template meant scrolling and clicking until you recognised the label. Whoever owns Settings for your business, usually the owner or an ops manager, ended up learning the layout by heart because there wasn't another way in.
That page grew heavier the more Payaca had to configure, and it was worst for the accounts using the most of it. A five-person team barely touches half those tabs. An account running multiple teams, custom pipelines and its own document templates lives in Settings, and that was the group stuck with the wall of tabs longest.
Settings now open into a persistent left-hand nav split into seven categories - Company, Team, Sales & Payments, Communications, Operations, Custom Data, and Integrations & Data - with one focused page for whatever you click. At the top of that nav is a search box.
Type "quotes" and it takes you to Proposals & invoices, even though nothing on that page uses the word "quotes" in its heading. Type "staff" and you land on Users & teams. Type "vat" and you're in Tax. Search runs against a list of what each section actually covers, not just its display name, so you don't need to already know Payaca's term for something to find it.
If you're managing settings across a franchise or several branches, that's the difference between training every new admin on where things live and letting them type what they need. Book a demo if you want to see it against your own account structure.
The old Templates tab bundled document templates, task templates, event templates and the ready-made document library into one screen with sub-tabs inside it. Each of those is now its own settings page, so you go straight to task templates instead of landing on document templates first and clicking across.
Custom Data got the same treatment. Rather than one page covering every custom field on the account, it splits into sections for Projects, Customers and Tags, so editing a customer field doesn't put you anywhere near your project fields.
Settings used to autosave as you typed, which meant a half-finished change could go live if something interrupted you mid-edit. Every settings page now has its own Save button, so nothing takes effect until you choose it.
That also closed a smaller annoyance. Saving an unrelated form, like updating your business phone number, used to queue a background job that re-geocoded your address even when the address itself hadn't changed. It only fires now when the address field actually changes.
If you've got Settings pages saved in your browser, from /users to /document-blueprints, none of them are broken. They redirect straight to the equivalent new page, so there's nothing to relearn if you'd rather not. The search box is still worth trying at least once - it's usually faster than the click path you've memorised.
Company Settings is where it always was - click your company name in the top left and select Settings. Next time you're hunting for something specific, skip the scrolling and type what you're trying to do rather than what you think the setting is called, and see where it takes you.
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