Company

Company settings for your account are accessible only to users with the Admin and Company Owner roles. (Settings -> Company).

This setting applies to the entire company, not just your individual account.

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.

Why do we support Czech language?

We're often asked, why we support Czech language. Costlocker was founded in Czech Republic (EU) and our HQ is still there. That's why we still keep Czech language support.

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.

We do not recommend using this option because the billed amount will not match the total revenue.

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

Enabling the creation of activities and clients in the Project form can lead to duplication.

It often happens that one user names a client as Smarticon another as Smarticon Ltd. or Smartico PLC. Similarly, people may duplicate activities like Supervising, Construction Supervising, Site Supervision, all meaning the same thing to you, and you want to see them as a single activity in the report.

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