Edit Basic Company Settings

Use Basic Company Settings in the Company Settings submodule in the Settings module to open the Company card of the Company that you select from the drop-down list above the left pane of the Settings page and edit its basic settings.

To use Basic Company Settings in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To edit a Company's basic settings:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company whose basic settings you want to edit.
3. In the left pane of the Settings page, click Company Settings > Basic Company Settings.
4. Click Open Company Card.
5. On the Company card, click the Company Settings tab to view and edit the following:
   • Basic Settings: Includes Company type and country, holiday calendar and calculation method, VAT or sales tax setup, schedule settings, time entry rules, adjustments, clients, and default copy settings.
   • Job Settings: Enables you to select a custom code from a preset list.
   • Invoice Settings: Includes invoicing, invoice number range, credit note number range, and correctional invoices or credit notes on retainers.
   • Default New Job Dimensions: Includes profit center, project type, agreed-on billing method, rounds of scheduled creative, real rounds of creative, and job status.
   • Job Folders and Storage Provider: Includes job folder settings and voucher path.
   • Cross Company Access: Lists all of the employees and what access their accounts have.
   • Price Quote Settings: Includes general and print settings.
   • Changelog: Shows all of the changes made, when those changes were made, and who made those changes.