Set Up Your Organisation - General Settings
Once your organisation has been created, you will need to configure all your settings.
From the User Menu Panel on the left, navigate to Settings > General.
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Here you can perform the following:
- Add a company logo which will show on quotes and invoices.
- Add the company email address, ABN (if applicable) and website details.
- Set your currency, language, date format and timezone.
Tip: Add as much information as possible to your organisation details. You can use these further when creating your email, invoice, and quote templates.
Uploading your Logo: We recommend that your logo file size does not exceed 500kb. Large logos can cause your emails to exceed file attachment limits.
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Important: You must have the correct timezone set up for your organisation. This will affect multiple areas of your software, such as your target calendar and activity screens.
When you create a new staff member, their timezone will be set to your organisation's by default. However, you can alter the timezone for individual staff by navigating to Staff > [Staff Name] > Update.
