To update your general account settings, go to Settings > General.
The general settings are divided into several important sections:
Location and Format
Set local time zones and time, date, number, number display and currency formats for your organization.
The date format from the general settings will be applied across the app. The date format from the document templates will be applied to the respective documents (proposals, budgets, invoices).
You can adjust the following here:
Time Zone: Set the time zone for your organization.
Time Format: Choose between a 12-hour or 24-hour clock format.
Date Format: Select how dates are displayed (e.g., DD/MM/YYYY or MM/DD/YYYY).
Numbers Format: Customize how numbers are formatted, including decimals and thousands separators.
Time Display Format: Adjust how time is displayed in your reports and interfaces.
Currency Format: Set the default currency format for financial data (symbol or code).
Good to Know: Organization Time Zone vs. Individual Time Zone
The organization time zone is set in Settings > General and applies to:
Scheduling notifications (e.g., reminders).
Auto-tracking time entries from service bookings.
Potential future cost calculations (if applicable).
Your individual time zone, set in Settings > Account is personal to your account and affects:
How you see task deadlines (due date and time).
Filtering tasks by overdue status (based on your time zone).
Applying date-based filters (e.g., created at, approved at, edited at).
Time-locking rules for tracking time.
Retrieving events from iCal integration for the current week.
📌 Note: If you do not select your personal time zone, the time zone set by the account admin will be used instead.
For example, if you’re working remotely in a different time zone, your overdue tasks will be calculated based on your time zone, while scheduled notifications and auto-tracked time entries will follow the organization’s time zone.
Work Time
Work Time Settings:
Start of the Week Day: Define whether your week starts on Sunday or Monday.
Working Days: Select the days of the week considered as working days for your organization.
Person-day: Define the number of hours that constitute a workday in your organization. This impacts the services in your budgets and deals defined in days (e.g., quantity = 2 days), and is reflected in reports.
Person-days
The person-day setting is mainly there to help track the hours worked or assigned to a person in the reports section and within the budgets.
📌 Note that the person-day setting is different from resourcing and a person's cost rate.
It's a specific metric designed for tracking work hours and converting them to person-days (sometimes referred to as man-days), to help you understand and analyze how hours and work are distributed across the team.
When set up through Settings > General, the person-day setting is applied to the whole organization, and not on an individual basis.
Person-days in Reports
Scenario A: The person-day is set to 6 hours
In the reports section, we see that Lucy Wu worked 40 hours.
By changing the field formatting in the report to Person-day, we'll see Lucy worked 6.67 person-days.
This corresponds to 40 hours worked / 6 hours (one person-day) = 6.67 person-days in total.
Scenario B: The person-day is set to 8 hours
In the reports section, we see that Lucy Wu worked 40 hours.
By changing the field formatting in the report to Person-day, we'll see Lucy Wu worked 5 person-days.
This corresponds to 40 hours worked / 8 hours (one person-day) = 5 person-days in total.
Person-days in Budgets
Configuring the person-day setting to, say, 6 hours will also impact the day unit within the services listed in your budget.
Simply put, if you're selling one day's worth of work, it translates to 6 hours in this scenario.
The Ultimate plan lets you customize Person-days per budget, giving you more flexibility in setting up individual budgets outside of organizational settings, similar to custom cost rates.
Currency
Edit the default currency and number of decimal places shown on invoices, deals or budgets. To find a bit more about currency settings check here.
Fiscal Year
If you need to align your reports with your organization's fiscal year, you can enable and configure the Fiscal Year feature.
This allows you to filter and group data by your custom fiscal year instead of the default calendar year. For more details on how to set this up, check out our Fiscal Year feature article.
Numbering Scheme
Create a numbering scheme for projects, budgets, tasks or purchase orders. For a bit more on how to do that, check here.
Custom Sender Email Address
Customize the sender's email address for invoices sent through Productive. Find out more about it here.
