Company preferences

Overview

About company preferences

Company preferences default accounts

How Ajera validates and assigns dates


Step-by-step instructions

Setting up company preferences

Setting up company preferences for multi-company (multi-company only)

Setting up general preferences

Setting up balance sheet and income statement account preferences

Setting up project preferences

Setting up scheduling preferences

Setting up billing preferences

Including a date in client invoice header or footer text

Setting up payroll preferences

Payroll preferences for QuickBooks

Including premium pay in direct costs

Setting up time and expense entry preferences

Setting up system settings

Changing company preferences

Turning on and configuring Alerts

Setting up integration preferences

Budgets

Turning on consultant budgets

Turning off consultant budgets

Turning on expense budgets

Turning off expense budgets