To update general account settings, go to Settings > General:

In General Settings you can:

  • Set local time zone and various formats (date, numbers, time display, and currency) for your organization

    💡 The date format from 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).

  • Set up Work time which entails Starting day of the week, Working days, and Man-day settings. If a person does not have individual working days/hours set up (via cost rates), Work time will be used.

  • Edit default currency, number of decimal places shown, and default markup on expenses. To find a bit more about currency settings check here.

  • Create a numbering scheme for projects, budgets, or tasks. For a bit more on how to do that, check here.

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