General

Modified on Fri, 10 Oct at 1:11 PM

The General tab contains various settings to configure to enable specific workflows.

Timezone	Select the required timezone you want to track your timesheets in. You can find out more about Weekly Timesheets and their difference to Dailies here.
Timesheet Type	Select the default timesheet entry type, daily or weekly.
Show Client on Timesheet Project Dropdown	Display the client in addition to the project/task for timesheet entry.
Week Starts On	Select which day your pay cycle starts on. This is important to match to your pay-runs in Xero if you are importing Timesheets
Days in Advance to Create Recurring Projects	How many days before the scheduled start date do you want the recurring project to appear in your open projects dashboard.
Default Quote Expiry Date	Default number of days between the quote date and expiry date when adding a new quote.
Mark Email Quotes as Issued	Setting to automatically switch the status of draft quotes to issued when they are emailed.
Default Quoting Rate Method	Set the default quote task billable rates between task and staff.
Allow Options on Quotes	Enable the quote option function.
Default Reports Time Period	Set the default date range of your reports.
Financial Year End	Set the last month of your financial year ends if different from June in AU.
Period Lock Date	Lock transactions prior to this date. Stops people adding or raising actuals on old projects and useful when matching the lock date in your accounting software.
Minimum Time Unit on Timesheet (Minute)	Set the rounding interval on timesheets.
PDF Converter Version (Printing & Emailing)	Revert to the older PDF converter engine if there are any issues generating PDF documents when printing document templates.
Default Purchase Order/Stock Sale Warehouse On User	Determine the prefilled warehouse when creating a Purchase Order or Stock Sale without context (User Warehouse Setting). For example: When creating a Purchase Order from a Project, the warehouse will be prefilled based on the Project warehouse. When creating a Purchase Order from the “New Purchase Order” page, the warehouse will be prefilled to the user warehouse if this setting has been set to 'User Warehouse'. If set to 'User Warehouse' and the user does not have a warehouse set, it will fall back to the default warehouse, same outcome as if it is set to 'Default Warehouse' (Setting Default Stock Warehouse).