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Workspace settings

Settings (at the bottom of the navigation) holds what the whole workspace shares. Each reconciliation’s own settings are in its designer. You see the sections your role allows; most changes need an admin.

Section What is there Explained in
Organization Name, code, industry, currency, regional formats Below
Appearance Colours and light or dark theme Below
Library Reconciliation types, templates, the field library Below
Workflow defaults Break states, labels, default approval, deadlines and workflow rules Below
Journal rules Rules that raise journals from records Journals
Exchange rates Rates for converting currencies Below
Change control Whether changes to live reconciliations need approval Versions and approval
Lookup tables Reference data for rules Lookup tables
Rule language The guide, every function, your own functions, and a place to try rules Writing rules
File checks Alert rules, and checks on files for wizard reconciliations File checks, Alerts
Integrations Connected services such as Airtable Integrations
API access API keys The API
AI Whether AI is on, and what it may see Below

Organization

Section titled “Organization”
Settings, Organization, with the workspace profile and localization.
  • Workspace profile: the workspace ID and code (fixed), its display name and industry.
  • Localization: the default currency, the locale (which decides how numbers are written, such as 1,25,000.50 or 125,000.50) and the date format used across the workspace.

Appearance

Section titled “Appearance”
Settings, Appearance: theme choices, a preview, and the colours.
  • Your theme: light, dark, high contrast, or the workspace default, just for you.
  • Workspace default: what everyone sees unless they choose otherwise; admins can change its colours, for example to your brand, with a live preview. Export a theme to reuse it elsewhere, or import one.
  • History: every change to the workspace default, newest first.

Library

Section titled “Library”
Settings, Library: reconciliation types, templates and the field library.
  • Reconciliation types: the kinds of reconciliation in your workspace (Cash and bank, Vendor statements, GST…), each with a code, a name and a description. A type shown in the menu gets its own results page in the navigation.
  • Templates: starting points for new reconciliations. Make one from scratch, from an example, or with Save as template in the designer. The examples that come with RefinePoint are available until you make your own. See the templates reference.
  • Field library: fields with their type and role that the designer offers ready-made. See Fields.

Workflow defaults

Section titled “Workflow defaults”
Settings, Workflow defaults, with the states and default approval.
  • States: the states every break moves through, in every reconciliation, such as Open, Investigating, Resolved, Written off. Each has a code and a name; the first open state is where new breaks start, and a resolving state settles the break. Choose whether a state needs a comment. Reorder with the arrows.
  • Labels: the tags people put on breaks, such as Timing or Ask bank.
  • Default second-person approval: a resolution proposed by one person waits until someone else approves it, optionally only for differences of at least an amount.
  • Default deadlines: a due date a number of days after the run, and escalation every so many days.
  • Default workflow rules: who gets new breaks, their due date and label, by rule.

Each reconciliation can set its own; see Workflow.

Exchange rates

Section titled “Exchange rates”
Settings, Exchange rates: add a rate, import rates, and the list.

Rates are needed by reconciliations that convert currencies. A rate is the units of the second currency for one unit of the first, on a date (USD → INR 83.12 on 2026-10-01). A run uses the latest rate on or before each record’s date, and the inverse works too.

  • Add a rate one at a time.
  • Import rates: one per line as from,to,date,rate, for example USD,INR,2026-10-01,83.12. A header line is skipped.

The list shows the latest 5,000 rates; filter it by currency.

AI

Section titled “AI”
Settings, AI: the model in use and the workspace's choices.

The top of the page says whether AI is on and which model is used. That is decided by whoever runs your RefinePoint server. When AI is off, features that work with fixed rules (mapping suggestions, triage, explanations) still work.

The workspace’s own choices, which only admins change:

Choice Effect
Share cell values with the AI model Lets explanations and summaries include actual values and names. Leave it off if your data must not reach the model provider. The server can forbid it altogether.
Allow approving low-risk differences in one step Rows that differ only in case, spacing, punctuation, leading zeros or tiny rounding can be approved together from the results. Fixed rules decide, not the AI, and each use is written to the audit log.