Billing, Team, VAT Groups and the audit log link

Steps

1. 1

   Open Organisation settings and select Billing

   Open the menu under your initial, select Organisation settings, then select Billing. The first card, Entity licences, shows the number of entities in use, how licences are billed on your plan, and the list of licensed entities.

   • Select Account menu
   • Select Organisation settings
   • Select Billing
2. 2

   Read the AI Credits card

   AI Credits pay for the work the assistant does, such as classifying transactions or screening names. The card shows the credits left, the date the count resets, the monthly allocation, the credits used this month, bonus credits and the share per entity. Usage by Module shows which module used them.

3. 3

   Select Cost Calculator

   Select Cost Calculator. A table opens with the approximate number of credits for each kind of work, for example about 2 for classifying one transaction and about 25 for a full report. The line under it says one credit is one hundredth of a dirham of AI computing.

   • Select Cost Calculator
4. 4

   Select Buy More Credits to see the packs

   Select Buy More Credits. The window lists three packs with their prices. Purchased credits never expire and are used after the monthly allocation runs out. Choosing a pack sends you to the payment provider, so this lesson selects Cancel.

   • Select Buy More Credits
   • Select Cancel
5. 5

   Read your plan and the available plans

   Below the credits is your plan, here Enterprise, marked Active, with the button Manage Payment, which opens the payment provider's own pages. Available plans lists every plan with its credits, entities and users. Your own plan is marked Current.

6. 6

   Select Team

   Select Team in the settings menu. Everyone who belongs to the organisation is listed with the roles they hold, their status and the date they joined. The note at the top says roles are granted, changed and revoked in Access control.

   • Select Team

   

7. 7

   Select Invite Member to see the form

   Select Invite Member. The form asks for the person's email address, an optional name and a first role. The note says you can only grant a role whose permissions you hold yourself, and that a role needing approval is granted once a second administrator approves. Inviting people is covered in the course on organisation and access. Select Cancel.

   • Select Invite Member
   • Select Cancel
8. 8

   Select VAT Groups

   This section is for tax groups. A group lets several entities file one consolidated return for value added tax. None exists yet.

   • Select VAT Groups
9. 9

   Select Create Group to see the form

   Select Create Group. The form asks for the group name, the group's tax registration number issued by the Federal Tax Authority, and optionally the representative entity that submits the consolidated return. Create Group stays greyed out until the two required boxes are filled. Select Cancel.

   • Select Create Group
   • Select Cancel
10. 10

    Select API keys and audit log, then View Audit Log

    Select API keys and audit log, then View Audit Log. The audit log is the complete history of actions taken in your organisation: when, which action, on what kind of record, in which entity and by whom. Search finds an action, and the two lists filter by record type and by entity.

    • Select API keys & audit log
    • Select View Audit Log →
11. 11

    Open the details of one entry

    Select Details at the end of a line to see what changed. Hide closes it again. The audit log cannot be edited by anyone.

    • Select Details