To set up your company's default settings go to Manage > Settings to change your company details, and some important payroll and invoicing default settings.
The fields available are:
Company Name - The name of the business. This can be inserted into invoices and messages throughout Invoxy, so it's best to use the name your clients and candidates know the business as.
Company Domain - This is the URL you can direct users to when logging into Invoxy. This is chosen when you register your Invoxy account.
Country - The country you do business in. This will affect some localised settings, so should be set correctly.
Company Address - The address of your business. This can be added into invoice templates, where each comma in the address will be create a new address line.
Contact Name - The name of the primary contact associated with your Invoxy account. This can be inserted into invoices and messages throughout Invoxy, so it's best to use the name your clients and candidates are best to correspond with.
Contact Email - The email address of the primary contact associated with your Invoxy account. This can be inserted into invoices and messages throughout Invoxy, and many emails sent from Invoxy will be associated with this email address for replies, so it's best to use the email your clients and candidates are best to correspond with.
Company Tax Number - The tax number of the business. This can be inserted into invoices as required.
Company Business Number - The business number for the company.
Invoice Prefix - If you want your client invoice numbers to have a prefix, enter it here (e.g. 'INV').
Invoice Start Number - Enter the invoice number you want for the first client invoice generated in Invoxy. All subsequent invoice numbers will automatically be generated consecutively.
BCI Header - If your company provides Buyer Created Tax Invoices to your tax registered contractors, you can enter a header here. If not, simply leave it blank.
Default Pay Cycle - Select the most common frequency you pay your employees on (Weekly, Fortnightly, or Monthly). When you run a pay, the pay period will default based on this setting and the next unpaid date in your account. For example, if your Default Pay Cycle is Weekly, and the last pay you ran ended on December 31st then the next pay you run will default the period to January 1st - 7th.
Default Billing Cycle - Select the most common frequency you bill your employees on (Weekly, Monthly, or Quarterly). When you run an invoice batch, the invoice period will default based on this setting and the next unbilled date in your account. For example, if your Default Billing Cycle is Monthly, and the last invoices you created ended on December 31st then the next invoice batch you run will default the period to January 1st - 31st.
Fiscal Year Start Date - The month your financial year begins on.
Week Start - The first day of the week - this will affect how the Timesheets display. For example, if you select Sunday as your week start then the Timesheets will display weeks as Sunday - Saturday.
Commission Lead Days - How many days after the close of a commission period the commission payment should be generated. Commission payments are generated at midnight, so they should generate the day before they're needed. For example, if you pay a monthly commission and the commission payment is made on the 10th of the month after the commission period, then your Commission Lead Days would be 9.
Tax Rate - The tax rate to be applied to invoices.
Time Requires Approval - This setting should be ticked if you require time to be approved by an administrator or client before it can be paid or billed.
Enable Timesheet Attachments - Allow users to upload attachments to timesheets. Timesheet attachments will automatically attach to corresponding invoices.
Company Logo - Click the trash can to delete the default logo so that you can upload your own. Click the pencil to edit the cropping of your logo.