System config

Every admin-tunable setting, in one place. AI & Sourcing holds the generation + Bright-Data knobs; Billing & Comms holds the Xero defaults, RCTI header, and default email copy the billing & payroll wizards read.

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Xero defaults

The Xero account every invoice line posts revenue to, and the tax code applied by default. Both are chosen from your connected Xero organisation's chart of accounts and tax rates. On first connect the sales account defaults to 200 (Xero's standard revenue account); change it here any time.

Default sales account ID Default tax code Default payments account (SCRUM-605 — where recorded customer payments land; Xero BANK accounts only) Cost-centre tracking category (SCRUM-607 — invoice lines carry this Xero Tracking category with the engagement's cost centre; blank = lines ship untracked)

Payment distribution (SCRUM-609)

GST reserve account (every payment's GST portion) General reserve account (ex-GST destination for cost centres without a tax reserve)

Per-cost-centre accounts (rows from the cost-centre tracking options)

CC	Tax saver account	Expenses account	25% tax reserve
Pick the cost-centre tracking category above (and connect Xero) to load rows.

Xero tenant ID (informational; from the live Xero connection — managed via the Xero integration page)

ABA transfer accounts

The Xero accounts the two-file ABA payroll transfers move money between: Reserve → Expenses for the run total, plus the PAYGW and Super set-aside legs on PAYG runs. Chosen from the connected Xero organisation's bank accounts.

Reserve account Expenses account PAYGW account Super account

ABA file header & source account

What CommBiz validates on every uploaded ABA file. The payroll wizard shows a do-not-upload warning while the APCA id / source account are still the fixture defaults — set the real CBA Direct Entry values here to clear it. The user name is the bank's REGISTERED name; the remitter is what recipients see on their statements.

Bank code (3 letters, e.g. CBA) User name (the bank's registered name, ≤26 chars) APCA Direct Entry user id (exactly 6 digits) Remitter name (≤16 chars — appears on recipients' statements) Source BSB (nnn-nnn) Source account number (1–9 digits) Source account title (≤32 chars, the bank's registered name)

RCTI header

The markdown block printed at the top of every RCTI PDF. Plain markdown — no variables. Edit + preview side-by-side.

RCTI header markdown

Billing — system-default recipient

The fallback billing (invoice) recipient used when a client is set to "use the system-default billing email" instead of its own billing address. The operator can still edit the To per send in the billing wizard.

System-default billing email

Billing — default email to client

Payroll (ABN) — default email to resource

Payroll (PAYG) — default email to resource

System CC addresses

Every outbound system email carries a mandatory CC. Accounts is CC'd on financial emails to a client or resource (billing, RCTIs, payslips); "We are" is CC'd on every other client- or candidate-facing email so the oversight inbox keeps a copy. A client can override its CC on the client billing tab, and any workflow can override per-send.

Accounts email (CC on billing / payroll emails) "We are" email (CC on all other client / candidate emails)

Alerts

Where automated alerts (Xero refresh failures, budget breaches) are sent.

Alert email

Pay calendars

PAYG — Xero pay calendars (read-only)

PAYG engagements bind one of your Xero payroll calendars. These come from Xero and aren't editable here.

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ABN — system pay calendars

ABN engagements bind a cd-website-managed pay calendar. Add or disable them here; disabled calendars can't be chosen on new engagements.

Name	Frequency	Anchor date	Pay date	Status
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Client timesheet templates

One entry per client timesheet-export format. The AI timesheet drafter scopes its feedback per template and appends the extraction hints to its prompt. Disable a template to stop NEW engagements binding it; already-bound engagements keep working.

Name	Narrative	Description	Status
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System config

AI & sourcing settings

Payment distribution (SCRUM-609)

Xero Checking…

Bright Data Checking…

Billing connections

Pay calendars

PAYG — Xero pay calendars (read-only)

ABN — system pay calendars

Add an ABN pay calendar

Client timesheet templates

Add a timesheet template