General Settings

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

• Timezone - Select the default timezone for dates in WorkGuru. Note: Users can set their location specific timezones in their user settings.
• 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.
• Require Geolocation for Mobile Timesheets? - Enable geolocation tracking on timesheets submitted on location enabled devices.
• Week Starts On - Select which day your pay cycle starts on. This is important to match your pay-runs when importing timesheets to Xero payroll.
• Days in Advance to Create Recurring Projects - How many days before the scheduled start date do you want the recurring projects 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 month your financial year ends. Note: Defaults to June, end of the Australian financial year.
• 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 pre-filled 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 default based on the Project warehouse.
  • When creating a Purchase Order from the “New Purchase Order” page, the warehouse will be default 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'.
• Copy Project to Duplicated Purchase Order - When copying a project purchase order, ensure the same project is selected