Company
Basic Information
Here you choose the Name of your account (your company) and the country. The time zone is automatically selected based on the country.
Company settings - basic information
Localization
Within localization, you can customize Costlocker to your needs.
Localization
Language
The default language of your company. The invitations to new users are sent in the selected language.
Date
Week Starts On
Here you can choose which day the week starts (usually Sunday). This day will then appear as the first day in calendars.
Date Format
You can select the date format from the following options (in the example, working with September 15, 2024):
| Format | Date Display |
|---|---|
| MMM DD, YYYY | 9 15, 2024 |
| D. M. YYYY | 15. 9. 2024 |
| DD/MM/YYYY | 15/09/2024 |
| MM.DD.YYYY | 09.15.2024 |
| MM/DD/YYYY | 09/15/2024 |
| YYYY.MM.DD | 2024.09.15 |
| YYYY/MM/DD | 2024/09/15 |
Time Format
Choose between a 12-hour and a 24-hour format, i.e., displaying as 21:05 or 9:05 respectively.
Numbers and Currency
Number Format
Here you can set how numbers will be displayed
- For thousands - whether they are separated by a dot, comma, or space
- For decimal separation - whether to use a dot or a comma
Default Currency
The currency in which you will work in Costlocker.
Currency Format
Set the currency format - whether the symbol appears before or after the number, whether with or without a space.
Projects
Basic project settings
Project settings
Critical Limit
This is a warning when employees exceed 80% of the original project time estimate. (They have tracked more than 80% of the estimate.)
- By default, it is set to 80%, but you can change this limit according to your needs.
Use Generated Project ID
This option will always automatically pre-fill the generated Project ID with every new project.
Allow Invoicing Higher Than Revenue for Ongoing Projects
By checking this option, you will be able to invoice an amount higher than the total revenue of the project.
Automatically Save Transitions Between Tabs to Save Changes Made There
This option ensures that all changes in project editing are automatically saved when switching between its tabs, without having to click the save button.
When you select autosave, changes are made when you switch between tabs.
Allow Users to Create Clients When Creating a New Project
By checking this option, you allow users to create new Clients directly when creating a project.
Creating new client in the project form
Allow Users to Create Activities When Creating a New Project
By checking this option, you allow users to create new Activities directly when creating a project.
Creating new activity in the budget form
Time Tracking
Time Tracking settings
By enabling the option to Display and Search by ID, you will see the project ID in the selection in the Time Tracking module.
Time Tracking - example with ID