This guide explains the different settings you can adjust in the application to customize it to your liking.
To have your settings saved, remember to click the "update" button at the bottom of the page.
1. User Information
Change or update your name, email address and time zone.
2. Customer Name & Default Rate
We understand some businesses may refer to their customers by different names. If you prefer to change how they are referenced in the app, you can do it here. The options include: Customer, Client and Project.
If you bill all your customers using a standard rate, you can set that here. This will be the default rate used each time you create a billable time card. You can also set a default billing rate by customer or service if you prefer.
3. Time Settings
Depending on the industry you work in, you may have the need to bill or track your time in different increments. If you prefer to round your times in the app, make sure the checkbox is checked and your minute preference is set. The options include: 5, 10, 15, and 30 minute rounding increments. If you need exact times for billings, simply remove the checkbox and the app will use exact times.
Although we don't recommend turning the "Allow times to overlap" setting on, if you need the ability to have your times overlap, you can choose to mark this checkbox. It is turned off by default.
4. Time card Settings
If you are using timers to create time cards and want email alerts if you accidentally leave one running, you can turn that setting on or off here. You can also set how long it takes the app to send you the email notifications by updating the "Hours before timer running too long" setting.
Some users prefer to enter time card details before starting a timer while others prefer to enter it after. Whatever your preference, change it here by toggling this checkbox.
This setting makes your time cards default to entering a start and stop time. If you enter your total time on each time card instead of using a start and stop time, turn this off. If turned on, each time card entry will ask for a start and stop time. Please note: if this setting is turned off, you can still enter a start and stop time for each time card. However, you will need to check the box for start and stop times each time.
5. Invoice Settings
Keeping this box checked will default invoices to show the date a service was performed in it's own column. Refer to the Invoicing guide for details on setting up invoice templates.
6. User Settings
Depending on the size of your team and how you bill time, you may want to hide billing rates from staff users. For example, if you bill a client $100/hr and pay a staff user $75/hr to perform that work, you can hide the client billing rate from the staff user. See the Users and Roles guide for more details.
The app allows you to make users inactive if they are no longer using the software. However, you may still want to see the hours that user has previously logged. Turning this setting on will show inactive users time without reactivating the user.
If you scroll down to the bottom of the settings page, you'll find more account based settings.
1. Company Information
Change or update your company name, address and logo in this section of the account settings.
2. Payment Information
A view only snapshot of your payment status and total users on your account. For more information on payments refer to the Payment Center guide.
3. QuickBooks Connection
Use this button to disconnect your HoursLogger account from your QuickBooks Online account. If you're experiencing sync issues, start with disconnecting and then re-connecting your accounts. That is usually the best place to start. If you're still experiencing problems, please reach out to email@example.com and we'll be happy to help you through troubleshooting.
4. QuickBooks Revenue Account
This setting determines which income/revenue account is linked between HoursLogger and QuickBooks. For example, when you generate an invoice in HoursLogger and sync that invoice to QBO, we need to know which income account to credit.