Settings / Setup

Company

Your company's name, logo, location, and currency — the basics shown on reports and exports.

Company page

What you can set

  • Logo — your company's mark; appears in headers and print views.
  • Company name — shown in headers and exports.
  • Timezone — the workspace's default timezone; each employee can override on their own profile.
  • Locale — workspace default for date and number formatting.
  • Currency — used by pay-related reports (Payroll Summary, Job Costing).
  • Address — your mailing or billing address.

Common questions

Can I run multiple companies from one workspace? One workspace = one company. To track multiple legal entities, create a separate workspace per entity.

Does changing the company name or address affect past invoices and reports? Past invoices keep the values they were issued with. Reports refresh on view, so a name change is reflected the next time you open one.

What's the difference between Company timezone and My Profile timezone? Company timezone is the workspace default — affects reports and grouping. My Profile timezone is personal — affects how times display to you throughout the app.