Add your company's basic information and logo to the settings, and configure the notification settings to get started with Heeros PSA software.
Permissions: Admin
PSA plans: Free, Growth, Business, Enterprise, Enterprise+
Company default settings
Settings > Company details > Account default settings
- Language, print languages, date format, and currency: the default print language is automatically set as the language for all prints. Additionally, you can specify other print languages (Finnish, English, Estonian, Swedish) so that, for example, quotes or invoices can be printed in different languages.
- Financial year: the program determines reports and dashboards based on the month you select.
- Login default settings: you can set an automatic logout time limit if the user forgets to log out or lock their computer.
Address
Settings > Company details > Address
This information appears on invoices, so it is important to keep it up to date.
Bank account & invoicing
Settings > Company details> Bank account & invoicing
You can add multiple bank accounts to be visible on sales invoices.
Also add your company's e-invoicing details if you have a contract with an e-invoicing operator and integration to another accounting software.
Default notifications
Settings > Company details> Default notifications
Define the default notifications that are automatically selected for all new users. Each user can set different notification settings for themselves in the My profile > Notifications.
Logo
Settings > Company details > Logo
Add your company's logo and select it to be shown on invoices and other documents.