Productive

Set up how your company works in Productive.

Organization Settings

Adjust your company name, logo, and company code. Set up the location, date, time, and currency format, fiscal year, work time, numbering schemes, and add custom sender email addresses.

General Settings

Learn how to manage your company’s billing information, logo, and subsidiaries within Productive.

Managing Your Company and Subsidiary Billing Information

Set up bank accounts to display accurate payment info on invoices and manage details centrally in your Company Settings.

Setting up Bank Accounts

Learn how to set up custom numbering schemes for projects, budgets, tasks, proposals, and purchase orders in Productive, all with practical examples.

Custom Numbering Schemes

Update your organization's details, billing information, bank accounts, and numbering schemes.

Company Details, Banking, and Numbering

Set your default currency, see how amounts in other currencies are converted, and choose how many decimal places financial numbers show.

Configuring Currency Settings in Productive

Learn how exchange rates work in Productive: providers, booking behavior, reports, and how they affect cost, profit, and conversions.

Exchange Rates FAQ

Customize your reporting periods with the Fiscal Year feature in Productive, allowing filters and grouping by fiscal year or quarter.

Fiscal Year

Lock financial periods to prevent changes to time entries, expenses, and services, ensuring accuracy for the month’s submitted revenue data.

Financial Month Closing: Closing and Securing Financial Periods

Allow select edits in locked months to support everyday workflows—without affecting revenue or expense data.

Financial Month Closing: Editable Fields

Set your currency, exchange rates, fiscal year, and month closing.

Currency and Financial Periods

Start your organization's week on Sunday and set which days are working days. Admins can change this in Settings > General.

Setting Sunday as the First Day of the Week

Define the number of hours that constitute a workday in your organization. Person-days help track hours in reports and budgets.

Person-Days

Create teams, add members, edit and delete teams, and share budgets, dashboards, docs, and views with a team.

Managing Teams in Productive

Open a team to see its members, time, planning, and recent activity in one window, without opening each person's profile.

Using the Team Window

Set your work week and person-days, and manage teams.

Work Week and Teams

Learn what overhead cost is and how Productive adds it to time tracked on client and internal budgets.

Overhead Cost: Overview

See how Productive calculates overhead cost per hour from facility costs, internal costs, and hours, plus the monthly projection.

How Overhead Cost Is Calculated

Turn on overhead cost and set the facility cost, averaging period, and calculation date.

Setting Up Overhead Cost

Open a month to review its overhead, turn components on or off, change its facility cost or averaging period, and recalculate.

Review and Adjust Overhead Cost by Month

Learn how overhead is calculated per subsidiary and how by budget and by person differ in counting hours.

Overhead Cost per Subsidiary: Overview

Switch to a per-subsidiary calculation type, update each subsidiary's facility cost, and review the results.

Setting Up Overhead Cost per Subsidiary

Questions and answers about the overhead cost in Productive.

Overheads FAQ

Set up overhead costs for the whole organization or per subsidiary.

Overhead Costs

Set up document templates for invoices, proposals, budgets, and purchase orders, and control who can access them.

Setting Up Document Templates

Apply document templates to invoices, deal proposals, budget proposals, budget statuses, and purchase orders.

Using Document Templates

Configure localization, header, table, notes, footer, attachments, naming scheme, and email settings for your document templates.

Customizing Document Templates

Learn how to attach terms and conditions or other files to your document templates, including supported file formats.

Adding Terms and Conditions to Your Document Templates

Create and access document styles to control the visual design of your invoices, proposals, budgets, and purchase orders.

Setting Up Document Styles

Apply a document style to a template, adjust layout options, and track changes to existing styles.

Applying and Managing Document Styles

Configure typography, page settings, section styling, text settings, tables, and brand colors for your document styles.

Customizing Document Styles

Set up the templates and styles for the PDFs you send, like invoices and proposals.

Document Templates and Styles

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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