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Company settings define the shared choices and defaults your team uses across leases, expenses, and projects. Open Company > Company Settings, then choose the relevant sidebar item. Use the guides below to understand what a change affects before you make it. You need permission to view company settings to open these pages and permission to manage company settings to make changes. See User Account & Access Settings.
Sidebar items depend on your company’s enabled modules and configuration.

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Settings guides

General company settings

Estimate floor area and seating capacity, and account for shared seats in utilization.

Entities

Identify the businesses on your leases and their functional currencies.

Critical date categories

Choose which events your team should capture on each lease.

Lease clause categories

Give abstractors a consistent set of contract provisions to review.

Custom fields

Collect additional information in the right place and require it when needed.

Lease, property, and file types

Classify agreements, assets, and documents consistently.

Expense categories and accounts

Group costs and map payments to accounts and cost centers.

Tax codes

Reuse tax codes and understand which effective rate applies.

Currency conversion rates

Supply the currency pairs and dated rates your reporting needs.

Headcount types

Track groups such as employees and contractors separately.

Project settings

Organize project work and compare budgets with actual spending.

Transaction milestones

Start new transactions with a consistent set of stages.

SFTP credentials

Access to an existing SFTP integration.