Organization Settings Overview

Organization settings control the defaults that apply across your Voltasis account. Only Admins can change organization settings.

Access settings

1. Click Settings in the sidebar.
2. Select Organization from the settings menu.

General settings

• Organization name — Displayed on invoices, reports, and team invitations.
• Address — Your business address, shown on invoices.
• Time zone — Used for date calculations, timesheets, and report periods.
• Logo — Upload your company logo. It appears on invoices and the team dashboard.

Time tracking defaults

• Default currency — The base currency for projects and invoices.
• Work week — Set working days (e.g., Mon-Fri) and hours per day.
• First day of week — Controls how weekly views and reports align.
• Require approval — Enable approval workflows for time entries (Pro plan).
• Require notes — Require a description on every time entry.

Invoicing defaults

• Invoice prefix — Customize the invoice number format (e.g., "INV-", "VOL-").
• Default payment terms — Set the default due date offset (Net 15, Net 30, etc.).
• Tax settings — Configure default tax rates.

Expense settings

• Expense categories — Customize the list of available expense categories.
• Require receipts — Require receipt uploads for expenses above a threshold.

Tip: Take time to configure these settings before inviting your team. It's easier to set defaults once than to fix inconsistencies later.