How to get here?

From the home page screen > company gear (upper right corner) > Your Company > Account & Settings > Advanced



The “First month of fiscal year” – For reporting, you can specify any month as the start of your fiscal year (also called your financial reporting year or accounting year).

The “First month of income tax year”  – Same as fiscal year or January

Close the books – Prevents any changes to transactions dated earlier than the closing date

    • Closing date (example: 12/31/2014)
    • Allow changes after viewing a warning – Lets closed transactions to be changed, with or without a password. (If your accountant has access to this company, they won’t be warned or require a password.)
    • Allow changes after viewing a warning and entering a password – Password > Confirm Password


Chart of accounts

    • Enable account numbers – Enables use of account numbers in your Chart of Accounts. This affects all users within your company.
    • Shipping account – The account that goes with this setting: Sales > Sales form content > Shipping
    • Discount account – The account that goes with this setting: Sales > Sales form content > Discounts
    • Billable expense income account (available in Plus plan only) – The account that goes with this setting: Expenses > Bills and expenses > Track billable expenses and items as income > In a single account

chart of accounts


    • Pre-fill forms with previously entered content – Automatically fill other fields of the form, based on the last saved transaction for that customer, vendor, or employee.
    • Automatically apply credits (Customers side) – Automatically applies credits to the next invoice you create for the same customer. Most companies turn on this setting; turn it off if you’re a property manager that requires security deposits.
    • Automatically invoice unbilled activity (not available in Simple Start plan) – Automatically creates invoices for customers with unbilled activities. Notifications appear in the Activity feed on the Home page.
      – Automatically create invoice and notify me
      – Automatically create invoice and don’t notify me
      – Remind me to create invoices
    • Schedule
      – Daily, Weekly, Monthly, Yearly
      – on > day, first, second, third, fourth, last
      – of every ___ month(s)
    • Copy estimates to invoices
      – Copy pending and accepted estimates
      – copy accepted estimates only
    • Automatically apply bill payments (Vendors side) – When you add bill payments in the register, this setting automatically applies the payments to the oldest existing bill. Most companies turn on this setting.
      Note: not available in Simple Start plan


Time tracking (available in Plus plan only)

    • Add Service field to timesheets – When entering timesheets, lets you specify services performed.
    • Add Customer field to timesheets – On timesheets, adds a checkbox to specify whether activities should be billed to the customer.
    • Show billing rate to users entering time – If you bill customers a different hourly rate than you pay your employees and subcontractors, you may want to leave this blank.
    • First day of work week – Example: Monday

time tracking


    • Warn if duplicate check number is used
    • Warn if duplicate bill number is used
    • Sign me out if inactive for – 1 hour; 2 hours; 3 hours
    • Date format – MM/dd/yyyy; dd/MM/yyyy; dd-MM-yyyy; yyyy-MM-dd; yyyy/MM/dd; MM/dd-yyyy; dd.MM.yyyy; MM-dd-yyyy; dd.MM.yyyy; MM.dd.yyyy; yyyy-MM-dd
    • Number format – 123,456.00; 123.456,00; 123 456,00