Getting started
Company settings, region and languages
Country, currency, units and time zone for the company; language for each person and each document.
When to use: right after creating your company, and before your first estimate. Only owners and admins can change regional settings; members can see them.
1. Open Account → Regional settings. 2. Check Operating country, Currency for new estimates, Measurement system and Time zone. 3. Choose Save regional settings.
Verify: the confirmation says existing records were not changed. The currency is locked once the company has estimates or other financial records, so confirm it first. Amounts are never converted between currencies.
Interface language is personal: each person chooses it in Account → Language. It changes only the screens that person sees, never the company's region, currency, units or any document.
Document language is chosen on each proposal (Document language). It sets the titles and labels of that proposal and its PDF; your own text and amounts are never translated or converted.
Company cost values such as target margin and labor rate live in Your Numbers and are optional. Managerial Finance is also optional: it stays off until the owner turns it on.
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