Workspace Settings
Last reviewed: 2026-08-07
Scope: The Workspace Settings tabs as a map, and the General tab in full with guidance on when to change each setting.
Update: Restructured into a settings hub with the General tab explained in full, including when you would change each setting. Organisation and user roles now have their own guides.
Everything that applies to your whole workspace lives in Settings → Workspace Settings. Open it by going to Settings, finding Workspace Settings, and clicking View.
This page is the map. It lists every tab and points you at the guide that covers it, then explains the General tab in full, because that is where most of the day-to-day behaviour of your workspace is decided.
Reaching these settings needs the right permission. If a tab is missing or a change will not save, your role may not grant Settings access - see User roles and permissions.
The tabs
| Tab | What it holds | Read more |
|---|---|---|
| Organisation | Your Main HQ and any branches, and the company details submitted to LHDN | Organisation, Main HQ and branches |
| Email Notifications | The templates for the emails JomeInvoice sends on your behalf | Customising the emails JomeInvoice sends |
| User Roles | Permission sets that decide what each of your people can see and do | User roles and permissions |
| Team | Teams that group your people by the branches and sources they cover, and route notifications to them | Teams: branch access, sources, and notifications |
| General | Workspace-wide behaviour | Covered below |
| Mappings | Saved mappings for Customers, Suppliers, and Unit of Measurement | - |
| Direct Upload Mapping | Your default field mapping for uploads | Bulk upload invoices |
| Single Sign-On | Enterprise login | Set up Enterprise SSO |
General settings
The General tab controls how your workspace handles e-invoice requests, PDFs, emails, and submissions. Changes here apply to your whole workspace and to everyone in it, so they are worth understanding before you change them. Click Save Update to commit a change.
Request e-Invoice
These settings govern the request form your buyers use to ask for an e-invoice. The flow itself is covered in Share your e-invoice request link and QR code.
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Auto Request Invoice Scheduler - controls when JomeInvoice processes pending e-invoice requests: at fixed times every day (up to 3 times a day), or not on a schedule at all (None). Run Scheduler Manually starts a run on demand.
When you would change it: a business receiving requests steadily through the month sets one or more fixed times so buyers are not left waiting. A business with only a handful of requests can leave it on None and run the scheduler manually when it suits, which keeps processing under your eye. If you set fixed times, pick ones where someone is around to deal with anything that fails.
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Customize Receipt Amount / Date / File / Number Label - rename the receipt fields customers see on your e-invoice request form.
When you would change it: your buyers hold something you do not call a receipt. A restaurant might rename Receipt No. to "Bill number", a workshop to "Job sheet number". Renaming a label reduces the number of requests that arrive with the wrong reference typed in.
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Enable Request Invoice Button - shows a request button on your workspace public page, so customers can request an e-invoice by completing a form.
When you would change it: turn it on if you sell to walk-in or B2C customers who may later need an e-invoice. Leave it off if every buyer is invoiced directly and you do not want a public request route.
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Grace Period After Month Ends (days) - how many days after month end you still accept requests, between 0 and 6.
When you would change it: buyers often only realise they need an e-invoice once the month has closed. A grace period gives them a few days to ask. The ceiling is 6 days because your monthly consolidation has to be submitted shortly after month end - see Share your e-invoice request link and QR code and Run your monthly B2C consolidation. Set it to 0 if you would rather close the month cleanly.
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Block Unsynced e-Invoice Requests - prevents customers from submitting a request until the related transaction has been synced into JomeInvoice.
When you would change it: turn it on if your sales data reaches JomeInvoice from another system and you want requests checked against a real transaction before they are accepted.
e-Invoice PDF
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Bank Details - add up to three bank accounts (Bank Name, Account Number, SWIFT Code) to display at the bottom of your PDF invoices.
When you would change it: you want buyers to be able to pay without asking for your details, or you bank in more than one currency and want the right account visible.
Bank details appear only on invoices generated after you save the setup. Invoices produced beforehand keep the PDF they already had.
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Enable Invoice Default Footer - a default footer shown on invoices as remarks, with basic text formatting.
When you would change it: you have standing wording every invoice should carry - payment terms, a remittance instruction, or a "for and on behalf of" line. A branch can carry its own footer instead of this one, which is how a multi-outlet business gives each outlet different remarks. See Organisation, Main HQ and branches.
Email Notification
Three independent switches decide whether JomeInvoice emails anyone on your behalf:
- Enable Email Sending for Invoice Requests - send request result emails to buyers.
- Enable Email Sending for Sales Invoices - send sales invoice emails to buyers.
- Enable Email Sending for Self-Billed Invoices - send self-billed invoice emails to suppliers.
When you would change them: turn one off if you already send that document yourself from another system and do not want your buyer or supplier receiving it twice. Turn them on if you want JomeInvoice to deliver documents for you.
These switches decide whether an email goes out. What it says, and who it comes from, is set separately on the Email Notifications tab. Editing a template while the matching switch here is off sends nothing. See Customising the emails JomeInvoice sends.
e-Invoice Submission
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Invoice Submission Address - which company address (Registered Address or Business Address) is used when submitting invoices to LHDN. New workspaces start on Registered Address.
When you would change it: your registered address is not where you trade - for example you are registered at your company secretary's office. Store both addresses on the Organisation tab, then point this setting at the one that should reach LHDN. If both addresses are the same, this setting makes no practical difference.
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Invoice Submission Date Type - which date (Issue Date or Submission Date) is used in the MyInvois submission payload for each module.
When you would change it: your invoices are dated when the transaction happened but submitted later, and you need the submitted date to match one or the other for your own reconciliation. Decide once and keep it, because changing it mid-year makes your submission history inconsistent.
Other Settings
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Enable Validation for Calculation Mismatch - validates invoice-level totals against the sum of line items for all Upload, SFTP, and API integrations. Invoices with a mismatch move to Failed status for manual review. It is off by default, and it does not apply to invoices you create directly in JomeInvoice.
When you would change it: turn it on if documents reach you from another system and you would rather catch a totals error yourself than have LHDN reject it - see the
Calculation mismatchentry in Why your invoice was rejected. Leave it off if your source system is reliable and you do not want invoices held back for review. Use See validation formula on the setting itself to check exactly what is compared. -
Customer Email Notification Source - whether customer email notifications follow the email submitted with each invoice (upload, SFTP, API) or JomeInvoice's existing customer email matching.
When you would change it: your incoming files carry a per-invoice contact address that is more current than your saved customer record, or the opposite - your saved records are the master list and you do not want a stray address in a file redirecting an invoice email.
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Enable Email Notification for Release Note - send release note emails to all users.
When you would change it: turn it on if your team wants to hear about product changes, off if you would rather only administrators follow them.
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MyInvois Supplier Name Source - whether the entity name, branch name, or both (Entity + Branch Name) are submitted as the Supplier Name for Sales and Self-Billed.
When you would change it: you run branches and want submissions to identify the outlet as well as the company. See Organisation, Main HQ and branches.
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SFTP & API Customer/Supplier Matching Identifiers and Customer/Supplier Auto Registration - control how incoming invoices are linked to your saved customer and supplier records, and whether a record is created when nothing matches. Both are explained in full, with a decision table, in How JomeInvoice matches buyers and suppliers.
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Inbound Credit Note Sign Normalisation - converts inbound credit note documents with negative values to positive values during processing.
When you would change it: your source system exports credit notes as negative amounts. Turning this on lets those documents be processed without editing every file first.