Setting the main currency and the default rate
Jusnote uses a default currency ("main currency") for invoices, projects, and activities. All financial indicators of the client and indicators displayed on the main system’s Dashboard (available to administrators and a limited number of users) are shown in the main currency. Read about roles and access rights in the system HERE.
To set the main currency and the default rate, you need to go to the "Settings" menu on the left menu of Jusnote and click on the "Billing preferences" tab.
By clicking on “Billing preferences,” a page will be opened where you can enter the basic payment parameters to be used in the different places of Jusnote.
Main currency: Here you can define the main currency that will be used in various places in the system by default. The default currency change is made for the future and will not affect any previous activity or invoices.
Days per year: Here you can define the number of days that will be conditionally accepted in the system as working days in a calendar year. Unless otherwise set in a specific user's profile, the specified parameter will automatically determine the user's billing plan for the day, month, and year.
Daily billing plan: In this field, the number of hours that must be utilized (billed) in one working day by each employee (the user of the system) is set. The specified plan will apply unless the system administrator sets a different number of hours for a specific user.
Rate by default: Here you can define the default rate to be applied in different places in the system. The availability of several default rates in different currencies depends on the tariff plan. You can read more about tariff plans by following this link.
User rates in the system are applied according to the following rule: 1) "special" rates that are set for users in a specific project are applied to activities within the project, 2) in the absence of "special" rates, clients' individual rates that are set by default (in each user's profile) are applied to all user activities, 3) in the absence of an individual rate, user activities are calculated at the standard rate (general rate by default).Default deadline for payment of invoices: Here you can set the due date for invoices, which will be automatically used in issued invoices.
Time rounding: Here you can set parameters for automatic numbering of contracts and invoices. If the user changes the number that was automatically assigned according to these parameters during the creation or redaction of agreements or invoices, the automatic numbering will be broken.
After entering your own settings, you will need to save this data.
Learn more about utilization and individual rate settings.
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