Basic company settings

In the Company basic settings you apply information, settings, like invoice number sequence , scheduling settings etc. Some of this is already setup when you added a company to the system.

Holiday calendar and calculation method

Sets the company calendar relation. If you would like to add a new company holiday calendar, refer to this help article.
The calculation method refers to how you want the system to calculate a user’s holiday. Some of our clients wants to calculate it on an hourly basis and others prefer to calculate it on a daily basis.
If you are used to see your remaining holidays in a decimal, like ‘12,3 holidays left’ you should chose the ‘Average calculated from capacity profile’, ‘Average defined on employee holiday period’ or ‘Longest day from capacity profile’. If you prefer a more basic approach, select ‘One day off = one holiday’.
Note: the average calculation methods only applies to countries where you have days in a week, where you don’t work as long as the other days.

Invoicing

Close job automatically upon final invoicing: when a final invoice is finalised on a job, the job status will change to Invoiced
Allow zero-amount invoices: will allow to issue and finalise a zero amount invoice, to confirm job closure
Allow editing of hourly sales price on invoice lines:
Allow editing of the profit margin on purchases on invoice lines:
Max invoice date for invoicing from today’s date: an invoice can be raised (on the given time of invoice date)
Invoice number range: set invoice number start/end. Also, you can apply a prefix/suffix and a reset interval and finally leading zeros. Click on More info text to learn more

Accounting operations

set the employee that should receive important notifications from the system related to finance settings

Schedule settings

Select the weekend type and the first day of the week from the list.

Allow activity posting on manual accounts: only turn this on if you’ve been instructed to do so specifically by a WorkBook consultant. This will allow you to use system accounts in a journal, which is not recommended due to reconciliation issues afterwards.

Time entry rules

Set if time entry is allowed after a job’s end date and set the default value if time entry on billable jobs is allowed from users from other companies (note that Employee cross company matrix out-rules this)

Default settings

You can setup templates, and enforce the system always to be copying from a template debtor, creditor, employee, customer and expense employee creditor.

Job folder and Voucher path settings

Normally something setup by a WorkBook consultant. Only change if specifically instructed to.

NOTE: The voucher and hot folder paths must be unique for each company.

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