Set your company's currency and timezone, and find billing, URL and schedule defaults nearby

What you will have

• Know that Currency only changes display formatting, and never converts stored amounts.
• Confirm Default Timezone accepts any of 400+ IANA zones, not a short regional list.
• Know why there is no per-client timezone override, and what does honor a client's own timezone instead.
• Find Portal Base URL on Domains & URLs, and know what it is used for.
• Read the Scheduled Jobs list to see how job cadences, Pause/Resume and Run Now work.
• Find where Billing & Pricing keeps its own net terms, invoice numbering, sales tax rate and proration defaults.

Why it works this way

Steps

1. 1

   Open Settings > Company > Company Profile and find the Currency field.

   Currency is the ISO 4217 code used across invoices, estimates and billing. Changing it only changes the display symbol and locale formatting - the system does not perform conversion, so a switch mid-stream leaves historical invoice totals at their original numeric value, now shown with the new symbol.

   

2. 2

   Open the Default Timezone picker and choose a zone outside your own region.

   The picker lists every IANA timezone the platform runtime knows - 400+ zones, alphabetical, each carrying its own current GMT offset. This walkthrough picks Pacific/Kiritimati (GMT+14), a zone nowhere near the shipped default, to show the list reaches this far. The same full list backs the per-user picker on My Settings > Display and the client portal's own Settings page.

   Note: This selection is never saved in this walkthrough - Default Timezone stays on its usual value.

   

3. 3

   Know that a per-client timezone override does not exist on the client page.

   The SLA business-hours clock honors a client organization's own timezone when one is set on its record, and the client-metrics window does the same - everywhere else, rendered timestamps, cron schedules and time-entry day bucketing follow this instance's Default Timezone instead. There is currently no client-page control for setting that per-client value. An individual staff member can still set a personal timezone in My Settings > Display, which changes how their own dashboards and reports bucket days, not what timestamps show to anyone else.

4. 4

   Open Settings > Company > Domains & URLs and find Portal Base URL.

   This is the one public address the portal runs at, used in outgoing emails and any links sent to clients - there is no separate client address and admin address. Leave it blank and the portal auto-detects it from the host serving it; this tenant already shows its own detected address.

   

5. 5

   Open Settings > System > Scheduled Jobs to see how cadences work.

   Every background job lists its own fixed cadence, a Pause/Resume toggle, and a Run Now button rate-limited to once per minute. Device Sync runs every 5 minutes and Email Inbox Polling runs every 30 seconds, visible further down the same list; other jobs run hourly, daily, or on their own schedule. Cadences are tuned in code, not edited on this page - Pause only stops a job from firing, and a cadence changed in code takes effect the next time the cron container starts.

   

6. 6

   Open Settings > Billing & Pricing > Invoice Settings and find Numbering & Terms.

   Invoice Net Terms sets the default payment terms for generated invoices - Due on Receipt, or Net 15/30/45/60. Invoice Number Prefix and Invoice Starting Number set what new invoices increment from. These are tenant-wide defaults; a client's own Billing tab can override them individually.

   

7. 7

   Open Settings > Billing & Pricing > Sales Tax and find Default Sales Tax Rate.

   This rate applies to new invoices, entered as a percent - the system stores the decimal automatically. It is ignored while QuickBooks is connected, since QuickBooks then owns tax and computes it on push.

   

8. 8

   Open Settings > Billing & Pricing > Plans & Pricing and find Prorate Onboarding and Prorate Mid-Cycle Changes.

   Prorate Onboarding prorates the first billing cycle when a new plan is added mid-cycle. Prorate Mid-Cycle Changes generates prorated charges when a client's user or device count increases mid-cycle, added to the next invoice. Both are off by default on this tenant.

   

Other ways to do this

If it did not work

• If Currency or Default Timezone will not save, check for a validation message under the field - they share the same top and bottom Save buttons as Company Name and Company Phone on the same page.
• If Portal Base URL looks wrong, remember it auto-detects from the host serving the portal when left blank - clear it and reload rather than typing a guess.
• If Default Sales Tax Rate never seems to apply, confirm whether QuickBooks is connected - QuickBooks owns tax and computes it on push, ignoring this rate entirely.

Questions this page answers