Workspace basics

The basics live under Settings → General. Only members whose role may manage settings can change them; everyone else sees them read-only.

Country, currency and language

Field	What it does
Agency country	Sets the tax rules and the billing profile for your invoices. Required before the first invoice.
Default currency	The currency new quotes, projects and invoices start with. Each document can still use another currency.
Default language	English or German for the workspace. Each member can choose their own language in their profile.
Time zone	Used for dates on time entries and invoices.

Changing the country later is possible, but check the numbering circles and the billing profile afterwards, see Numbering and billing details.

Modules

Under Modules you switch whole areas of the app on or off. A module that is off does not exist for the workspace: its pages, its API and its tools disappear, and nothing is deleted. Switch it back on and the data is there again.

Module	What it covers
Billing (quotes & invoices)	Quotes, invoices, recurring invoices, payments, reminders
Sales (Leads and Deals)	The pipeline and the deals board
Email inbox	Connecting a mailbox
Reports	The Reports area
Custom entities	Your own record types
Webhooks	Outgoing webhooks
Capacity planning	The planning board, work schedules and absences. Off by default.
Resources & bookings	Rooms, equipment and other bookable units. Off by default.

Billing defaults

Invoice line grouping (Bill project) sets how the Bill project wizard groups logged time into invoice lines: by task and rate, by person, by day, by month, as a single lump sum or by service. Require approval before billing adds an approval step before time can be billed.

Terminology

Under Terminology you rename the main concepts in English and German, so a consultancy sees engagements where an agency sees projects. See Modules and terminology.