Settle

Building and using catalog items

Creating and managing properties on catalog items

Getting started with Bills of material (BOMs)

Adding baseline costs to your catalog items

Follow this guide to complete the CSV template. Each column is explained with its purpose and whether it’s required or optional.

Help guide: filling out your product catalog CSV

Product cost report

How Units of Measure work in Settle

Sync center: Your integration command center

Setting up volume-based costs for catalog items

Aneesah Ahamed

Providing tools beyond the Bill Pay suite

Catalog Items

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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