How to get here?
From the home page screen > company gear (upper right corner) > Your Company > Account & Settings > Advanced
Accounting
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
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- Closing date (example: 12/31/2014)
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- 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.)
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- Allow changes after viewing a warning and entering a password – Password > Confirm Password
Chart of accounts
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- Enable account numbers – Enables use of account numbers in your Chart of Accounts. This affects all users within your company.
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- Shipping account – The account that goes with this setting: Sales > Sales form content > Shipping
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- Discount account – The account that goes with this setting: Sales > Sales form content > Discounts
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- 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
Automation
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- 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.
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- 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.
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- 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
- 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.
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- Schedule
– Daily, Weekly, Monthly, Yearly
– on > day, first, second, third, fourth, last
– of every ___ month(s)
- Schedule
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- Copy estimates to invoices
– Copy pending and accepted estimates
– copy accepted estimates only
- Copy estimates to invoices
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- 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
- 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.
Time tracking (available in Plus plan only)
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- Add Service field to timesheets – When entering timesheets, lets you specify services performed.
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- Add Customer field to timesheets – On timesheets, adds a checkbox to specify whether activities should be billed to the customer.
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- 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.
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- First day of work week – Example: Monday
Miscellaneous
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- Warn if duplicate check number is used
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- Warn if duplicate bill number is used
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- Sign me out if inactive for – 1 hour; 2 hours; 3 hours
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- 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
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- Number format – 123,456.00; 123.456,00; 123 456,00