To be able to enable this configuration, you first need to have an access level of Manager or Administrator. Learn about permissions and access levels here
Client Portal Configurations
Include Client Portal invitation links in Client Contact emails
Controls whether Client Portal invitation links are included in emails. When enabled, invitation links to connect to the Client Portal will be included in booking, invoice, and works docket emails sent to client contacts, making it easier for them to access and interact with the portal.
Clone Booking Configuration
Clone Purchase order
Controls whether purchase orders and client billing codes are copied when cloning jobs. When enabled, cloned jobs will, by default, inherit the original job's Purchase Order and Client Billing Code.
Dashboard Configurations
Day shift start buffer time
Sets the start time of a day shift for availability calculations. This time is used to determine whether bookings are classified as day or night shifts on the dashboard.
Night shift start buffer time
Sets the start time of a night shift for availability calculations. This time is used to determine whether bookings are classified as day or night shifts on the dashboard.
HR Configuration
Default Probation Period
Automatically calculates an employee's Active Date from their probation period.
When enabled, an employee's Active Date will be automatically set based on the default probation period once their Probation Start Date is entered.
Plans Configuration
Increment plan project number based on projects
Controls whether plan project numbers are automatically incremented.
When enabled, new plan project numbers will automatically increase based on existing projects, helping maintain a sequential numbering system.
System Configuration
Enable / Disable Broadcast SMS Messaging
Applies only to the Broadcast Messaging feature in the web app.
This setting affects SMS messages sent through the Broadcast Messaging feature only. Other features that use SMS messaging are not affected by this setting.
Works Configuration
Increment works project number based on projects
Controls whether works project numbers are automatically incremented.
When enabled, new works project numbers will automatically increase based on existing projects, helping maintain a sequential numbering system.
Allow credit note invoice cost centre override
When enabled, the default invoice cost centre assigned to a credit note can be changed.
Default person_can_drive
When enabled, the "Can Drive" option will be automatically selected when creating a new person. When disabled, it must be enabled manually if required.
Default person_can_tow
When enabled, the "Can Tow" option will be automatically selected when creating a new person. When disabled, it must be enabled manually if required.
