General

The General tab contains various settings to configure to enable specific workflows.

• Timezone - Select the required timezone you want to track your timesheets in.
• Timesheet Type - Select the default timesheet entry type, daily or weekly.
• Show Client on Timesheet Project Dropdown - Display the client in addition to the project/task for timesheet entry.
• Week Starts On - Select which day your pay cycle starts on.  This is important to match to your pay-runs in Xero if you are importing Timesheets
• Days in Advance to Create Recurring Projects - How many days before the scheduled start date do you want the recurring project to appear in your open projects dashboard.
• Default Quote Expiry Date - Default number of days between the quote date and expiry date when adding a new quote.
• Mark Email Quotes as Issued - Setting to automatically switch the status of draft quotes to issued when they are emailed.
• Default Quoting Rate Method - Set the default quote task billable rates between task and staff.
• Allow Options on Quotes - Enable the quote option function.
• Default Reports Time Period - Set the default date range of your reports.
• Financial Year End - Set the last month of your financial year ends if different from June in AU.
• Period Lock Date - Lock transactions prior to this date. Stops people adding or raising actuals on old projects and useful when matching the lock date in your accounting software.