Managing Workspaces
Workspaces are the foundational billing and management units in Outlay. Every user, expense, and receipt belongs to a specific workspace.
Creating a Workspace
When you register your account, a default workspace is created for you. However, if you are a consultant or an accountant managing multiple entities, you can create additional workspaces.
Access the Workspace Switcher
Click on your current workspace name in the top-left corner of the dashboard sidebar to open the workspace switcher dropdown.
Create New
Click on + Create New Workspace and enter the legal name of the entity. Select your base currency (INR is default).
Billing per Workspace
Each workspace maintains its own billing cycle and subscription limits. Expenses and quotas do not bleed over between workspaces.
Workspace Settings
As an Admin, you can configure critical accounting settings for the entire workspace. Go to Settings > Workspace to configure:
- Default GSTIN: Used to verify Input Tax Credit claims automatically against the MCA database.
- Expense Categories: Customize the dropdown list of categories that employees can tag expenses with.
- Approval Workflows: Mandate that all expenses over a certain threshold require Admin approval before being exportable to Tally.