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 Karmly, 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 Karmly. This is chosen when you register your Karmly account, but you can contact support@karmly.com if you'd like to request a domain change.
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 to invoice templates, where each comma in the address will create a new address line.
Contact Name - The name of the primary contact associated with your Karmly account. This can be inserted into invoices and messages throughout Karmly, so it's best to use the names your clients and candidates are best to correspond with.
Contact Email - The email address of the primary contact associated with your Karmly account. This can be inserted into invoices and messages throughout Karmly, and many emails sent from Karmly 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. This field will display as GST Number for New Zealand companies, or Tax File Number for Australian companies.
Company Business Number - The business number for the company. This field will display as New Zealand Business Number or Australian Business Number for NZ or AU businesses.
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 Karmly. All subsequent invoice numbers will automatically be generated consecutively.
Recipient Created Invoice Header - If your company provides Recipient 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 candidates 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 clients 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.
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.
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.
Enable Expenses - Allow users to submit expense requests with receipts attached. Expense Receipts 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.
Comments
2 comments
Hi Guys, New to invoxy. we bill our clients fortnightly/two week cycle. Invoxy only has Monthly, Weekly and Quarterly? Can this be changed?
Hi Ravi, good question!
While the default billing cycle in your company settings doesn't include a fortnightly option, you'll still be able to select any period you like when you create your invoices. On the Invoices tab, you'll just need to select 'Custom' as the period and then select the dates you're wanting to create invoices for. You can learn more about creating invoices here: https://support.invoxy.com/hc/en-us/articles/360002635876-Creating-Sending-Invoices
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