The General tab contains various settings to configure to enable specific workflows.
- Timezone - Select the required timezone you want to track your timesheets in.
- 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.