Help | General settings

Entities

To create a new Entity you need to access Settings (cogwheel icon) > Entities from header menu.

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For an Entity you can complete some relevant information like:

  • Name;

  • Country;

  • Currency;

  • The number of standard vacation days for employees;

  • The month when the salaries are to be paid (current month or next month).

Clients

To create a new Client you need to access Settings (cogwheel icon) > Clients from header menu. The application doesn’t allow to register revenues entries if the clients are not yet defined. But you can create a new client directly from the revenue entry page.

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For a Client you can complete some relevant information like:

  • Name;

  • Country;

  • Certificate number;

  • Tax number;

  • Key account manager;

  • Bank details;

  • Postal address;

  • Email address;

  • Phone number.

Suppliers

To create a new Supplier you need to access Settings (cogwheel icon) > Suppliers from header menu. The application doesn’t allow to register expenses entries if the suppliers are not yet defined. But you can create a new supplier directly from the expense entry page.

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For a Supplier you can complete some relevant information like:

  • Name;

  • Country;

  • Certificate number;

  • Tax number;

  • Bank details;

  • Postal address;

  • Email address;

  • Phone number.

Currencies

To create a new currency you need to access Settings (cogwheel icon) > Currency from header menu. This allows you to add any currency and ensures the real time update. Also there is the option to set the implicit currency per instance. If the different Entities have different currencies, the consolidated views will be displayed in the implicit currency.

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Revenues types

To create a new Revenue type you need to access Settings (cogwheel icon) > Revenues & Expenses from header menu.. Revenues entries will be associated with this revenues types. You can create a new Revenue type directly from revenues entry page. The types will be displayed in Profit & Loss and Cash Flow.

This functionality also allows to define sub-types. Once subtypes are defined user can further associate revenues only to sub-types for a particular type. In Profit & Loss and Cash Flow the types become sums for their sub-types.

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Other revenues types

To create a new Other revenue type you need to access Settings (cogwheel icon) > Revenues & Expenses from header menu. These types will be displayed in Profit & Loss and Cash Flow as manual fields for inserting financial data. These types are not present in the interface where the revenues are added. The data for this types are added only in Profit & Loss and Cash Flow.

The purpose for this types is to offer flexibility in inserting and displaying financial information in Projects on Profit & Loss and Cash Flow interfaces. An example can be the revenues from a loan or a bank credit that can be seen as revenues but cannot be considered revenues.

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Expenses types

To create a new Expense type the you need to access Settings (cogwheel icon) > Revenues & Expenses from header menu. Expenses entries will be associated with this revenues types. You can create a new Expense type directly from expenses entry page. These types will be displayed in Profit & Loss and Cash Flow.

The functionality allows to define also sub-types. Once a sub-type will be defined all the expenses will be associated only to sub-type relevant to that type. In Profit & Loss and Cash Flow the type represents sum of its sub-types.

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Other expenses types

To create a new Other expense type you need to access Settings (cogwheel icon) > Revenues & Expenses from header menu. These types will be displayed in Profit & Loss and Cash Flow as manual fields for inserting financial data. These type cannot de find in the interface dedicated to insert invoices.

The purpose of these special types is to offer flexibility in inserting and displaying the data in Project module on Profit & Loss and Cash Flow interfaces. An example of the use can be the bank rates that are expenses but cannot be inserted as invoices because are not invoices.

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Three types of Other expenses are predefined:

  • Manual inserted expenses – are expenses identical to the ones that are inserted in expenses entries but are inserted manually directly in Projects > Profit & Loss and Cash Flow interface.

  • Manual inserted EBITDA expenses – are expenses that are registered after the gross profit is calculated and are used for calculate EBITDA.

  • Manual inserted Net Profit expenses – are expenses that are registered after the EBITDA is calculated and are usually used to calculate Net Profit.

Teams

To create a new Team you need to access Settings (cogwheel icon) > Organization from header menu. Each team has a manager and members. Each employee is allocated to a team. You can create a Team directly from employee work information page.

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Employee types

To create a new Employee type you need to access Settings (cogwheel icon) > Organization from header menu. Each employee is allocated to a type. You can create a Employee type directly from employee work information page.

 

Application allows to create types of employees according to the company needs.

 

Two types of Employee types are predefined:

  • Permanent – long time working contract;

  • Consultant – employees that are paid by hour (day).

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Employee positions

To create a new Employee type you need to access Settings (cogwheel icon) > Organization from header menu. Each employee is allocated to a position. You can create a Employee position directly from employee work information page.

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Official Days off

To create setup the Official Days off you need to access Settings (cogwheel icon) > Organization from header menu. This allows stetting of the national non-working days (or any other non-working days relevant to the organization) so that to be taken into consideration when the employees perform different actions: add timesheet activities, vacation requests, or other types of requests.

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The feature allows to sync up these non-working days with Google Calendar, historical non-working days or non-working days that were already set up for different entity. The settings are customized for each year and Entity (this being of great use for entities form different countries).