Upload your company logo and business details to get started with your Taimer account. 

Learn how to:

  • Update the default language and currency for your business¬†
  • Add your company address, bank account and invoicing details
  • Upload your company logo

Plans & Permissions:

  • Plans: Free CRM, SalesCRM, PM, ERP
  • Permissions: Admin

Company details

In order to access your company details, navigate to your profile on the top right corner of your Taimer account. Click on Settings and go to the Company details section. Here you can update:

  • Account default settings
  • Address
  • Bank Account & Invoicing
  • Logo


Default company settings

Add your company language and the default currency that will be used for invoicing and billing purposes. You can define your company's financial year here and Taimer will automatically define your reports and dashboards according to the chosen month.
The automatic log out option is useful if the user forgets to log out or lock their computer.

Address

Here you can add your business information. These details will be displayed on your invoices so it's important to keep them updated.

Bank account & invoicing

Add the bank account that's shown on the invoice. You can add several accounts and choose a primary account. You can also add the e-invoicing details here and enable it to send and receive e-invoices.

Logo

We recommend you upload your company logo here. The logo is shown on the invoice, sales quote, cover letter, and other reports.


Other related articles:

How to set up your Taimer profile

How to set up permissions and access rights

How to download and activate the Taimer apps

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