Step-by-Step Guide:

1. Access Manage Company

   Navigate to Company → Manage Company.
   Here, you’ll find your company’s basic details once everything has been configured.
   Click Edit Configuration to begin updating the settings.
    

2. Edit Configuration

   
   
   After clicking on the 'Edit Configuration' button, a new page will pop up where you can customize some of your default information for time tracking, billing, and paid time off options.  Be sure to click 'Save' when finished.

   Note: If you track paid time off (PTO) for your employees, you will need to customize this in a later step.  For those instructions, see the Help Article: Define PTO/Sick Time Accrual Rates. Ensure the 'Track Paid Time Off' box is checked from this window so you can track PTO correctly (if applicable).

    

3. Select New Office Icon( if applicable)

   
   
   If your company has more than one office, you can add additional offices by clicking the 'New Office' button (image below).  A new screen will pop up for you to enter the office details.  Once you've entered the additional office information, click 'Save'.

   Once you've clicked 'Save', you can choose to upload your company logo. Simply click the 'Pick New Logo' button.
    

4. Access Overhead Category

   
   
   Now you will need to apply your Company's Overhead Rate.  ** This can be done at any time but it is best to get it out of the way while you're setting everything else up for your Company.**   For this you will need to switch pages, you can do this by clicking on the 'Financial' tab, then click the 'Overhead Rate' sub-tab.  Click on 'Overhead Rates' located next to 'Profit & Loss'.
    

5. Select New Overhead Rates

   
   
   This is where you can track the history of your Overhead Rate.  Whenever you do a project that has a Cost+Fixed Fee billing structure, your rate/fee information will autofill for you.  Click on the green 'New Overhead Rate' button.
    

6. Enter Required Information and Save

   
   
   Fill in the details, and click the green 'Save' button when finished.
    

 SUCCESS!!!

• Now that your company information is all set up, next up on your list should be to define your Overhead Categories.  
• Check out the Help Article: Define Overhead Categories.