Date, time, language and currencies
In App Settings set dates, time, timezone, default currency and language. Then in Currency Settings add currencies, exchange rates and how amounts look.
On this page
Who is this lesson for?
- Company admin: sets how dates, money and the default language look before the team works every day.
- Employees and clients: do not open this page. They see the result on lists, invoices and the app. Each person can still pick another language in their profile.
Before you start
- You need permission to manage company settings.
- Know the timezone of the offices and the currency you invoice in.
Open App Settings
From the menu: Settings → App Settings. Stay on the App Settings tab.
A second tab, Client Settings, is how clients register themselves. That is a different lesson: Allow clients to sign up.
Date, time, timezone, currency and language
| Field | What it is |
|---|---|
| Date Format | How dates appear on lists and documents. The list shows a live example. |
| Time Format | 12 hour or 24 hour. |
| Default Timezone | The company clock. Attendance, bookings and reminders use it. |
| Default Currency | The money on new invoices and payments. Changing it later may need new exchange rates in Currency Settings. Old payments keep the old rates in finance reports. |
| Language | The default language for everyone. A person can still change it in profile settings. |
| Datatable Row Limit | How many rows a table shows at first: 10, 25, 50 or 100. |
Export and the reporting tree
| Field | What it is |
|---|---|
| Employee can export data | On: employees with export permission can download lists. Off: they cannot. |
| Show full reporting tree | On: a manager with own or added permission also sees people under their reports. Off: only people who report to them directly. |
Save App Settings
Click Save at the bottom of the panel.
Open Currency Settings
From the menu: Settings → Currency Settings.
The note on the page: the exchange rate is calculated from your default currency. Change the default in App Settings (Step 2 above).
| Column | What it is |
|---|---|
| Currency Name | The name. The default currency has a Default badge. You set the default in App Settings, not here. |
| Currency Symbol | The sign on amounts, for example £ or EGP. |
| Currency Code | The three-letter code, for example EGP or USD. |
| Exchange Rate | How many of this currency equal 1 of the default. Hover the number to see the formula. |
| Currency Format | A sample of 1000 in that currency. |
| Action | Edit on every row. Delete on every row except the default. |
Add New Currency
Click Add New Currency. Edit uses the same fields.
| Field | What it is |
|---|---|
| Currency Name | Required. Example: US Dollar. |
| Currency Symbol | Required. Example: $. |
| Currency Code | Required. Example: USD. |
| Is Cryptocurrency | No for a normal currency. Yes then fill USD Price (needed to calculate earnings). |
| Exchange Rate | Required for a normal currency. How many of this currency equal 1 of the default. Fetch latest exchange rate fills it for you. |
| Currency Position | Left, Right, Left With Space, or Right With Space — where the symbol sits on the amount. |
| Thousand Separator / Decimal Separator | The characters between thousands and before the decimals. |
| Number of Decimals | How many digits after the decimal, for example 2 for 10.00. |
The Example under the fields shows a sample amount. Then Save. Or Cancel.
What happens after you save?
- New dates, times and amounts follow App Settings.
- The default language is for anyone who has not picked another in their profile.
- Export and the reporting tree apply on the next list the team opens.
- A new currency appears in Currency Settings and in amount fields. Invoices in the default currency still use the old exchange rates for payments that already happened.
Common questions
App Settings language or Language Settings?
This page is the default language of the account. Words like Client and Employee are in Languages and company dictionary.
Default Currency or Currency Settings?
App Settings picks which currency is default. Currency Settings is the list, rates and how each currency looks.
Why is Delete missing on one row?
That row is the default. You cannot delete it. Change the default in App Settings first.
Where do clients sign up?
The Client Settings tab on App Settings. Full steps: Allow clients to sign up.