Company Settings

General Settings

Here you can change your company name, tax settings, and region settings. To get to General Settings, go to the Settings Gear > Settings > General Settings

 

Company name

At the top of the page you can enter or change your company name. 

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Tax Settings

You can set your default tax rate here. You can also enter your tax registration type and tax registration number. This number will then automatically show up at the bottom of your invoices. 

You can add additional tax rates by clicking add another tax rate. Each tax rate must be a different percentage. 

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If you have to more than one tax rate, you can change the default tax rate for individual clients. To do this, go to the client, click Actions > Edit on their profile, and you can change their default tax rate. If the client has multiple properties, you will need to change the tax rate on each property. Click on the property from the client's profile, then click Actions > Edit to change its tax rate. 

 

Regional Settings

Here you can set your region and timezone settings. 

Note: Ensuring your timezone matches the timezone you are actually in will avoid Visits appearing at the wrong time in your calendar. 

To change the time format in your account from a 12 hour to 24 hour clock, select from the format options here. 

Changing the first day of the week here will reflect in your calendar. 

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Click Update Settings at the bottom of the screen to save changes. 

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