PayMe Guide

Settings

Organisation configuration, work schedule profiles, and project policies.

Settings

Organisation and integration settings are persisted in protected server-side PostgreSQL configuration. Empty secret fields keep their current value; the UI only displays masked keys.

Operational integration records also stay server-side in PostgreSQL: Gmail triage rows are live queue/deduplication state, Fatture in Cloud rows are a bounded current-document cache, and the Paymo tables are a frozen historical archive used by cross-system reports. PayMe's append-heavy product facts remain in ClickHouse; planning periods and allocations are CH-only while task period_id/allocation_id values remain stable cross-plane identifiers.

Organisation

Settings → Organisation stores org-wide configuration.

SettingDescription
Organisation nameShown in reports and notifications
Default timezoneIANA timezone (e.g. Europe/Rome)
Completed project policyallow_logging or lock_logging
Leave approver roleadmin, admin_pm, or none

Leave Approval

Settings → General → Leave Approval controls who can approve leave requests.

SettingBehaviour
Admin only (default)Only administrators can approve/reject
Admin + PMAdministrators and project managers can both approve
No approval neededAll leaves are recorded immediately — no pending state

Per-type auto-approval can be toggled independently (e.g. sick leave auto-approved, vacation requires approval). When an approver creates leave on behalf of a member, it's auto-approved regardless.


Work Schedules

Settings → Work Schedules manages reusable schedule profiles.

Each profile defines the standard workday for members assigned to it. Create multiple profiles for different teams or contract types:

  • Full-time (9–18) — standard office hours
  • Part-time (9–13) — mornings only
  • Remote US East — shifted hours

See Work Schedules for field details.


Notification Settings

Settings → Messages controls global notification defaults for the whole organisation. Admins can toggle each notification type on/off — when a type is off globally, no member receives it.

Account → Notifications lets each member control their own preferences. Members can opt out of specific notification types and set personal quiet hours. See Notifications for the full list of toggles.

Resolution: effective = globalSetting AND memberPref AND NOT inQuietHours.



Other settings

SectionPurpose
ProductsLink FiC products to PayMe templates for auto-apply on project creation
FIC CompanyManage the Fatture in Cloud OAuth connection and sync
Client MatchingAI-assisted fuzzy matching of client names between FiC and PayMe
Ignored itemsHide old FiC quotes/invoices from the import picker

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