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Company and financial settings
Company details are printed automatically on every invoice. Changes are audited.
Company invoice profile
Upload a PNG, JPG, or WebP logo. The name and address are required because they appear on the printed invoice.
Financial settings
| Setting | Description | Value | Type |
|---|---|---|---|
| backup_daily_retention | Number of daily database backups to retain | integer | |
| backup_monthly_retention | Number of monthly database backups to retain | integer | |
| backup_weekly_retention | Number of weekly database backups to retain | integer | |
| cit_rate | Management estimate only | percentage | |
| currency_code | Display and reporting currency | string | |
| financial_year_start_month | January is 1 | integer | |
| gateway_rate | Management estimate only | percentage | |
| gross_margin_target_lower | Management benchmark | percentage | |
| gross_margin_target_upper | Management benchmark | percentage | |
| ler_target_lower | Labour efficiency ratio benchmark | decimal | |
| ler_target_upper | Labour efficiency ratio benchmark | decimal | |
| net_margin_target_lower | Management benchmark | percentage | |
| net_margin_target_upper | Management benchmark | percentage | |
| runway_buffer_months | Desired operating cash buffer in months | decimal | |
| standard_annual_project_retainer | Default snapshot for a new expected project retainer | money | |
| starting_cash | Actual bank balance immediately before the first recorded cash movement | money | |
| target_growth_effective_date | One-time increase effective date | date | |
| target_growth_percentage | One-time target adjustment reference | percentage | |
| vat_rate | Management setting; VAT is excluded from operating revenue | percentage | |
| wht_rate | Management setting; WHT is tracked as a tax credit | percentage |