Organization setup creates a workspace, its first client and project, and a category for recording work. It also makes you the organization’s superuser, with administration rights.
Create an organization
- On the organization dashboard, open Add new organization. Enter its name and choose the currency.
- Add applicable tax and expense settings. VAT is tax added to an invoice. Estimated profit tax approximates a reporting cost.
- Enter the first external client and address, including country code. The internal client view already holds general costs, taxes and internal projects.
- Create a category and its net hourly selling rate, the price before VAT.
- Name the first project. Setup links the client and category and adds you as a project member.
- If needed, enter a total or monthly hours budget. A budget is an upper target. Total covers project history; monthly compares each calendar month.
- Read the billing explanation and optionally enter the sender’s address. Check the review cards and use Edit to correct them.
- Select Create organization.
Setup proposes project and category colours to identify drafts in the time-entry calendar.
What setup saves
The wizard saves the organization and setup records together on creation. Moving between steps saves nothing. Closing before creation discards the entries. Setup creates no invoice and sends no email.
After creation, Open project leads to the work. Open bill editor starts separate invoice preparation.
Complete the settings
In organization Settings, choose the features in use your team needs. When you use invoicing, complete sender details, tax identifiers, bank details, numbering and invoice defaults. Electronic invoices need a few more details. Add a logo if needed. The chosen currency does not provide automatic currency conversion.
Add clients, categories, projects and people through their pages. Selling rates value client work; member rates or salary terms value work costs. Configure categories and rates before interpreting financial results.
Set permissions separately from membership role and account ownership. The access guide explains invitations, managed accounts and directory provisioning.
For employees, configure dated schedules, annual leave entitlement and non-working dates. You can maintain schedules without entering salary amounts. The time and leave guide explains these informational reports.
Personal Settings offers interface language, theme and chart palette, a set of chart colours. Colour-vision assistance selects the safe palette. The application supports British English, German and French. Invoice templates choose document language separately.
Choose the next step
Record work, then inspect saved timesheets and review. Organize projects and targets and assign tasks and tickets as the team grows.
Prepare invoices and templates before issuance. Read the financial definitions to understand income and costs. Freelancers can start with personal work and billing relationships.