Settings

Basic Productive account settings

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17 articles in this collection
Written by Kresimir

Notification settings

Set up what kind of notifications you receive for comments, changes, via email and more.
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Integrations

You can integrate Productive with various third party tools. Check to see what's supported.
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Addons

You can turn on a number of Addons that will expand your account with additional functionalities.
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File import

Find out how to import simple data like companies and contacts.
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Document settings

Set up different document types for proposals, invoices or budgets. Document types are used when generating PDF exports.
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Sales settings

Set up your sales pipeline stages and lost reasons in sales settings.
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Scheduling settings

Change your Holidays or add paid and unpaid events in Scheduling settings.
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My profile

Edit your profile by giving yourself an avatar, changing your name and contact details. Your profile page shows your work log as well.
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Account settings

If you want to change your password or need access to the Productive API and device activity, you can do this in Account settings.
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Company info

Set up your default company billing info or logo here. This is what the customers will see on invoices you send them.
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Email notifications

You can turn email notifications on or off if you want or don't want to receive account updates via email.
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General settings

Default currency and invoicing format numbers can be set up for your company. Time zone and working days are also set up here.
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Time reminders

Turn on time reminders for your company and decide when they get sent company wide. You can also define default company working days here.
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Cost overhead

Add your company cost overhead to make sure it gets included in the profitability reports.
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Multiple subsidiaries

If you have multiple offices you can register them as different subsidiaries. This can be used for billing purposes.
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Setting up cost rates

Add employee cost rates and track their salaries. Employee cost rate gets removed from your margins for every hour this employee tracks.
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Service types

Service types define what you sell to your clients. Define service types as cost centres on which employees track time on each budget.
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