Preferences
Under this section there are six subsections of preferences to choose from.
- General: Simple options that change what you see when you use your system. The streamline option hides some features; this is ideal for companies who only use their system for invoicing. Items per page is the number of invoices, users, projects, etc. that are displayed on one page at a time. The date format is the way that the date will appear throughout your system.
- Invoices: Options that change the way users view and use the invoices. See the Invoice Preferences section for details.
- Documents: Options to set defaults for newly uploaded files and whether clients can view shared documents. See the Documents Preferences section for details.
- Timesheets: Options for timesheet defaults and access. See the Timesheet Preferences section for details.
- Users: Options for adjusting relationships between staff and clients. See the User Preferences section for details.
- Support: Options for changing settings support permissions and the way users view support tickets. See the Support Preferences section for detail.
Are we missing anything in our help manual? If so, please let us know by contacting us here.
You may also find additional help by visiting our support forum.
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