Please follow the below steps to set up Company Settings

Navigate to the Web Portal and login. On the left-hand main menu, select Admin-> Company Settings

Follow the tabs across the top of the page

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Company Config 

In the Company Config tab, you will configure the following attributes of your company:

A. General Settings: In the General Setting section, you can add your Company Name, Website URL, Brand Colour, 3PM Customer Number, Professional Services Key, Accounts Email Address and Head Office Address etc. How to setup the General Settings 

B. Portal Settings: Under Portal Settings you can choose the appropriate units and names for Default Labour, Plant, Material, Sub Contractor and Cartage unit, Activity Name, Activity Item Name, and Task Name. How to Setup Portal Settings 

C. Mobile App Settings: In the Mobile App Settings, You can restrict the access to forms for the Field workers. How to Setup Mobile App Settings for more details.

D. Finance Settings: How to Setup Finance Settings to find how to set up Finance under Company Settings

E. Communication Settings:  When you send a text to staff from the staff report, their response will be sent as an email to the person you specify in the settings.
How to Setup Communication Settings

Company Locations

Watch this interactive video to see how it's done!

Select the  in the top right corner of the screen to create a new location and fill in the dialogue box that opens. 

1. Code:
   
2. Description (Required):
   
3. Address (Required):
   
4. Used For (Required);
   
5. Managers:
   

Company Logos  

Watch an interactive video to see how its done!

1. Select the  +  sign at the top right to add a logo. Acceptable file types are: jpg, jpeg, png, gif, svg, ttf, bmp, psd, webp, heic. 

The logo you upload will be available to use on any PDF file generated from the system. 

2. Enter the Logo Name, Upload the image, and using the drop down arrow select a size.  

3. Select Submit when finished.

Watch this interactive video to see how it's done. 

The Units are used in activities for measuring labour, material, cartage, plant, and subcontractors. These are based on the quantity rates of these resources. These quantity rates help in determining the amount of each resource required for completing a particular task or activity

1. Navigate to the 3PM Construction Web Portal and login
   
2. On the left-hand main menu, select Admin> Company Settings
   
3. Click on Units 
   
4. Click on the  +  sign at the top right to add a new units e.g. Labour Unit: Per Hour/ Per Day or Material Unit: Kg etc. 
   
5. Submit to save it.
   

Tax Rates

Watch this interactive video to see how its done!

1. Click on the  +  sign at the top right to add Income Tax Rates. In New Zealand we use GST.
   
2. Enter Name, choose the Tax Type from the Drop Down, and enter the Tax Rate.
   
3. Click on Submit to save.
   

Note: Please find some examples of tax Rates

 

Accounts   

Watch this interactive video to see how it's done!

The chart of accounts is a list of all accounts you can use to record your transactions in Xero. It helps you categorise your transactions correctly and group similar accounts together to generate reports about your organisation.

1. Click on the  +  in the top right corner to create a new account.

2. Complete the appropriate fields in the new dialogue box that opens.

1. Code: Internal account code
   
2. Name: Account name as listed in the chart of accounts
   
3. Description: Description of the account's purpose
   
4. Construction Type: Classification of the associated cost
   
5. Default Tax Rate: Select the applicable default tax rate
   

Archived Tax Rates

1. These are tax rates that were once active but are no longer in use for new transactions. However, they remain in the system for reference, ensuring that historical transactions using these tax rates are still accurately recorded and reported.
   
2. Archived tax rates can be useful for auditing purposes, helping to track the tax rates applied in previous periods, even if those rates have since been updated or replaced.
   

The archived entries will come from the entries you select to archive from the the Tax Rates tab. (1) Select the Tax Rates tab at the top, (2) tick the box to the left of the name of the Tax Rate you wish to Archive and (3) select Archive from the top. This will archive the tax rate.

Archived Accounts

1. Archived accounts are those that have been closed or deactivated and are no longer actively used in the current accounting period. Similar to archived tax rates, these accounts remain in the system for historical tracking and compliance.
2. These accounts are typically retained to ensure continuity in financial records, especially for auditing, reporting, and historical data analysis, allowing businesses to refer to closed accounts as needed.
   

The archived entries will come from the entries you select to archive from the the Accounts tab. (1) Select the Accounts tab at the top, (2) tick the box to the left of the name of the Account you wish to Archive and (3) select Archive  from the top. This will archive the Account.

Manage Connections  

Watch this interactive video to see how it's done!

Regions   

Watch this interactive video to see how it's done!

Tags 

Watch this interactive video to see how it's done!

Related Articles

How to Set Up Company Logos

How to Set Up Locations

How to Set Up Units

How to Set Up Tax Rates

How to Set Up Accounts

How to Set Up Archived Tax Rates

How to Set Up Archived Accounts

How to Set Up Managed Connections

How to Set Up Regions

How to Set Up Tags

Xero integration