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Setting Up Company and System Settings

Enter your company details and set formats, time zone, currency, and theme

Applies to: Billing

Visit these settings once when you set up your account. Your company details appear on every invoice, and the regional formats decide how dates, times, and money look for everyone.

Entering Your Company Details

  1. Click Settings > Company Information.
  2. Enter your Company Name and Company Email.
  3. Fill in your address and phone numbers.
  4. Click Save.

Company Information and Plan

Company Information, with your plan and the Manage Subscription link at the top.

Your company name and address print at the top of every invoice, so enter them the way clients should see them. Your plan name is at the top of this page, with a Manage Subscription link beside it.

Setting Formats, Time Zone, and Currency

Click Settings > System Settings.

System Settings

System Settings: regional formats, week start, theme, and custom IDs.

Setting
What it changes
Date Format
How dates display everywhere
Phone Number Format
How phone numbers display
Time Zone
The time zone timers and entries are stamped in
Currency
The currency on rates, invoices, and reports
12-hour or military time
How times show on the daily timesheet
Work Week starts on
The first day of the weekly timesheet
Display Client as
Name order for clients set up as a person
Theme
The app's colors: Orange Velocity (default), Pastel Suite, Coastal Pulse, or Nightfall (dark mode)
Note: Set the time zone before anyone starts tracking. Timers stamp entries in this zone, and the wrong one can put work on the wrong day.

Using Your Own Client and Project IDs

Time Tracker Billing numbers clients and projects for you (C1, C2... and P1, P2...). If your firm already has its own numbers, like job codes, turn on Custom Client IDs and Custom Project IDs. You'll then enter the ID yourself each time you create one.