To update your general account settings, go to Settings > General. The general settings are divided into several important sections covered below.
1) Name, avatar, company code
In Settings > General, you can edit:
Organization Name
Organization Avatar (logo shown across Productive)
Company code (used in numbering schemes across Productive)
📌 Keep in mind: These are in-app settings and only affect how your organization is displayed in Productive.
👉 For billing information ( e.g., Bill From details used on invoices issued by your company from Productive), go to Settings > Company Info.
2) 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.
3) 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-Days setting defines how many hours count as a single workday. It helps track the hours worked or assigned to a person in reports and within budgets, particularly when selling services in day units.
📌 Note: 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 into person-days (sometimes called man-days), helping you understand and analyze how work is distributed across the team.
When set up in Settings > General, the person-day setting applies to the entire organization, not individual users.
👉 See Person-Days for details on defining the number of hours that constitute a workday.
4) Currency
Edit the default currency and number of decimal places shown on invoices, deals, or budgets.
👉 Learn more in the Currency Settings article.
5) 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.
6) Numbering Scheme
Create a numbering scheme for projects, budgets, tasks or purchase orders.
👉 Learn more in the Numbering Scheme article.
7) Custom Sender Email Address
Customize the sender's email address for invoices sent through Productive.
👉 Learn more in the Custom Email Address article.
