Settings
Navigation: More → Settings
Web vs mobile: Mobile covers Security, Sessions, Team, Integrations (status + sync), and Notifications. OAuth connect for Pax8/Xero/QBO, org branding, and bulk team import remain on BillingOne web. Integrations show Open in web for connect flows.
Settings on mobile mirrors the billing-relevant subset of web settings in eight sub-screens accessible from a grouped list.
Security
Settings → Security
| Feature | Mobile support |
|---|---|
| MFA | View status; enroll/manage on web if not yet enabled |
| Passkeys | Register, rename, and remove passkeys |
| Recovery codes | View/regenerate via web link when required |
| Login history | Read-only recent sign-in events |
| Passkey audit log | Read-only passkey usage events |
Passkeys use the same relying party as app.billingone.dev.
Sessions
Settings → Sessions
- View active sessions — device, location, last active
- Revoke individual sessions you do not recognize
- Org session timeout policy displayed (configured on web)
Revoking a session signs that device out immediately.
Organization
Settings → Organization
Read org name, slug, and MFA requirement flags. Org rename and slug changes are web-only.
Team
Settings → Team
| Action | Mobile |
|---|---|
| View members | Yes — name, email, role |
| Invite member | Yes — email + role |
| Change role | Yes |
| Remove member | Yes (with confirmation) |
Use the Finance role for billing-only staff. Full role permission matrix is documented on web Settings.
Integrations
Settings → Integrations
Shows connection status and last sync for:
| Integration | Mobile actions |
|---|---|
| Pax8 | Status, sync trigger, open web to connect |
| Xero | Status, delta/full sync, open web for OAuth |
| QuickBooks | Status, sync, reconcile trigger |
| SuperOps | Status, invoice sync |
| Stripe | Read-only payment link status |
| Synergy Wholesale | Status, domains/hosting sync |
Tap Connect or Configure to open the OAuth or credential flow in Safari — native app does not embed OAuth webviews for security.
Individual Sync buttons complement Sync All on the Home tab.
Notifications
Settings → Notifications
Configure which events send push notifications to BillingOne Mobile:
- Missed billing opportunities
- Generated invoice drafts ready for review
- Integration sync failures (when enabled org-wide)
System permission for notifications is requested on first launch; enable in iOS Settings if previously denied.
Email and in-app notification preferences match web — deep links open Open in web for granular toggles not yet on mobile.
Profile
More → Profile (Account section)
View and edit display name and avatar. Email change and password change link to web flows.
Sign Out
More → Sign out ends the session on this device. Other devices remain signed in until revoked under Sessions.
Tips
- Review Sessions monthly — Revoke stale devices after staff changes
- Use Integrations screen before blaming stale data — check last sync time
- Connect on web first — Mobile sync fails gracefully with a connect prompt
- Enable push for missed billing so triage does not wait until you open the app