Review regional preferences
Region, currency and timezone can affect how records are presented. Review financial changes carefully; display preferences do not rewrite historical transactions.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Open the business’s regional settings and review the current values.
- Change only supported preferences and read any restrictions or confirmation messages.
- Reopen a representative date and amount after saving. Check the exact currency and timezone rather than relying on a familiar symbol.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.