General

The General tab specifies how your company name and logo is displayed in the user interface and in communications with your customers. It also specifies currency and dashboard settings.

Business Name - The business name displayed in invoices.
Business Email - The FROM address of emails sent to recipients.
Note: If you create email templates in the Business Process section, the email you enter in the FROM field on the template will override the Business Email address created above.
Business Email Display Name - The display name included with the FROM email address. Optional.
Business Logo - The business logo shown on this page displays throughout the user interface, for both users and clients accessing client portal. To change the business logo:
- Click Select.
- Upload your business logo. Uploaded business logos are re-sized to 20px in height.
- Click Save.
Report Logo - The report logo is shown on all reports and forms. To change the report logo:
- Click Select.
- Upload your report logo. Uploaded report logos are re-sized to 20px in height.
- Click Save.
Listing Auto Refresh in - Set how frequently, in minutes, you want your dashboards to refresh their data.
Currency - Select which currency you want to display in your system.
1. Delete the existing text and a list of available currencies display.
2. Select the currency from the data list.
3. Click Save.
4. Log out and then login for the change to apply.