Company Details

Administrators maintain account-wide settings in Setup > Company Details. Review changes carefully because these settings are used across your company's records and documents. Click Update Company to save.

Company and document information

Enter the company name, address, phone, email, VAT number and registration number. Choose System Culture for the display format and currency, and set the Timezone. Upload your logo for documents.

Set the VAT Rate used when calculating new quote and invoice amounts. Review a new document after changing tax settings rather than assuming an existing invoice has been recalculated.

Use Quotes Footer Details and Invoice Footer Details for the text you want on those PDFs, such as payment instructions. Global Email Signature, Client Intro Email, Client Exit Email and Default Consultant Email provide shared message text. Client Accepts Quote Alert Message controls the confirmation text shown when a client accepts a quote.

Dates and numbering

Quote Expiry Date, Invoice Due Date Days and Consultant Request Expiry set defaults for the related workflows. Check individual records when a different date is needed.

Set Starting Project Number and Starting Invoice Number before creating those records. These fields are locked once the relevant records exist.

Financial year

Choose both month and day under Financial Year Start. This is a recurring annual start, not a one-off accounting year. Leave both blank if you have not set it. A partial or invalid date cannot be saved.

The Project Dashboard's financial year view uses this setting. When it is blank, that view shows Not set; choose a valid start here before using the financial year total.

Other account settings

Login Sub-domain is your company's PlanMan login address. Let colleagues know if you change it. Sage export defaults include Default Nominal A/C Ref and Default Transaction Type; check them before generating the accounts export.