The General Company Information section provides you with general options to configure your ClickTime account. These options can be found in the first section of the Company --> Preferences page.
Comprehensive video documentation on these settings can also be found in the ClickTime Company Preferences Training Videos here.
While these fields do not typically need to be changed after initial set-up, this article will help you understand the different options you have available.
The Company Name field displays your current organization's name, and also allows you to change your organization's name at any time.
The Account Number field is not editable but can be used to identify your organization when contacting ClickTime support.
The Date Setting option allows you to select how dates are displayed in ClickTime. You can select dates to be displayed either as month/day/year or day/month/year.
The Currency setting allows you to select the currency and symbol or abbreviation for that currency. There may be more than one symbol or abbreviation associated with a given currency. You can also find more options about currency exchange rates by clicking on the Currency link at the top of the page.
The Accounting Application option allows you to select which accounting application your organization uses. Understanding which accounting application you use is helpful to us but is not required. If you use and select QuickBooks, you will be able to access the ClickTime Connector, which will export time and expenses to QuickBooks.
The Payroll Application option allows you to select which payroll application your organization uses. Understanding which payroll application you use is helpful to us but not required.
If you select QuickBooks as your payroll application, you may see the additional "checking account name" field. This is an optional field and can be left blank.
Enabling time billing features allows you to use ClickTime's billing rates features for time entries. Disabling this feature will cause all billing rate and billable/non-billable information not to be displayed. If your company creates estimates using amount billed, time billing features cannot be disabled. For more information on ClickTime's Billing Rates, please see the Billings Rate Overview.
Enabling Project Estimation allows you to use ClickTime's project estimation features. This will cause an estimation section to be added at the bottom of your Company Preferences page with additional configuration options. For more imformation on ClickTime's Estimation options, please see here.
Clicking on the Update your Credit Card and Payment Information button brings you to an online form where you can update your invoicing method, billing contact, and/or payment method options to ClickTime. More details on Managing your Credit Card / Payment information can be found here.