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Company Information Settings

The General Information section sets company-wide basics: your Company Name, global Date Setting, default Currency, whether to Enable Time Billing Features, whether to Enable Project Estimation Features, your Payroll & Accounting Applications, and any company-level Custom Fields. These choices affect how information displays and which fields, reports, and exports are available throughout ClickTime.

Summary: Update your company’s display name, pick a global date format, set a default currency, and decide if billing and project estimation features are on. You can also note your payroll or accounting systems (and enable QuickBooks integrations) and add company-level custom fields for tracking extra info.

Where to find it: Company > Preferences > General Information (section). 
General Information section in Company › Preferences

Jump to a section:

Company Name

This is the name that identifies your organization in ClickTime. You can update it at any time.

  • Edit in place: Type the new name and save. Changes apply after saving.
  • Who sees it: The updated name appears across the application wherever your company name is referenced.

Tip: If you are rebranding, update Company Name here, then review Customization > Logo so your branding matches.

Date Setting

Choose how dates are displayed and entered across your ClickTime site. This applies globally to all dates.

  • Available formats: month/day/year or day/month/year.
  • Where it applies: People Start/End Dates, Project Start/End Dates, time entry and timesheets, filters, and reports.

Date Setting options: month/day/year or day/month/year

Tip: Pick the format your teams expect. Changing this setting updates how dates display and are entered throughout the site.

Currency

Set your organization’s default currency. ClickTime offers a large list of options — choose the one that best fits your organization’s needs.

  • Scope: The selected currency is used for currency fields and labels throughout ClickTime.
  • Behavior: This sets the currency label; it does not convert historical amounts.
  • Best practice: Align this with your primary accounting or payroll currency for consistency in reports and exports.

See: Default Currency Options

Currency picker with example setting for U.S. Dollar

Enable Time Billing Features

Control whether ClickTime’s billing rates and billable/non-billable fields are used for time entries.

  • When enabled: Billing rate fields and billable status appear in the app, and rate information flows into reports and exports.
  • When disabled: All billing rate and billable/non-billable information is hidden; no billing rate information is included in reports or exports; existing billing rate settings are reset to system default values.

Not sure whether to enable billing? If you analyze billable vs non-billable time or invoice from ClickTime data, keep this enabled.

Enable Project Estimation Features

Choose whether to use ClickTime’s project estimation features.

  • When enabled: An Estimation section appears in Company > Preferences with additional configuration options (for example, hours or amount-based estimates at the project level).
  • When disabled: Estimation features are not displayed in the interface. No estimate information is included in reports or data exports.

Enable Project Estimation Features checkbox in General Information

Payroll & Accounting Applications

Use these pickers to note which Payroll and Accounting applications your organization uses. This helps align integrations and exports.

  • Accounting Application: Selecting QuickBooks enables access to the ClickTime Connector to export time and expenses to QuickBooks. If you use a different system, you can still select it for reference — selection is helpful but not required.
  • Payroll Application: Choose the payroll system you use, if any. This is optional but useful for documentation and export alignment.
  • QuickBooks payroll note: If you select QuickBooks as your payroll application, you may see an additional Checking Account Name field. This is optional and can be left blank.

Related: ClickTime Connector for QuickBooks Desktop.

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Custom Fields (Company)

Custom Fields let you track information that is not part of the standard configuration. Company-level custom fields appear here if your organization has added them (for example, a Company Address or internal codes).

  • Where they live: If your organization decides to include company-specific custom fields, they will appear in this section.
  • Flexibility: Custom Fields can be attached to many data types in ClickTime (people, projects, time entries, and more) to track extra attributes.

  • Reporting: Custom Field values can be included in reports, queries, and exports.

    2025-10-22_11-05-41.png

Tips & safeguards

  • Currency changes: Changing default currency updates labels going forward; it doesn’t convert past amounts. Coordinate with Finance between reporting cycles.
  • Feature toggles: If you rely on amount billed for estimates, do not disable Time Billing. If you forecast work, keep Project Estimation enabled.
  • Consistency: Align Date Setting and Currency with your payroll/accounting systems to avoid reconciliation issues.

Troubleshooting

  • “Dates look wrong.” Confirm the Date Setting (month/day/year vs day/month/year) and recheck the form/report.
  • “Currency label isn’t what Finance expects.” Update Currency here and re-run the report/export.
  • “I can’t see Billing Rates.” Ensure Enable Time Billing Features is turned on; then visit Billing Rates to configure rate structure.
  • “Estimation settings are missing.” Turn on Enable Project Estimation Features to reveal the Estimation section.

After you save: Spot‑check one report and a person/project record to confirm date and currency formatting, and verify any enabled features appear as expected.

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