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Setup

Update your firm information

If you have the right permissions, you can update your basic firm information by selecting
Setup
Firm Settings
Firm details
. When finished, select
Save
.
When you registered for Onvio, we completed the required fields in the
General
 tab based on the information you provided. Firm administrators can update firm information, including adding email addresses, at any time.
Use the
Name formats
 tab to specify the default display format for names of individual contacts, clients, and staff members.
Use the
Time and Billing
 tab to set firm-wide preferences for time and billing functions.
  • Choose to require services and/or projects on time and expense entries
  • Choose a default invoice layout, statement layout, and/or late fee for new clients
  • Set the number of days until an invoice is due
  • Set preferences to automatically relieve nonbillable WIP or mark $0 invoices as sent
  • Set the preference to allow cosmetic changes to invoices, such as adding or hiding rows, without affecting the amount billed
  • Set up a Stripe account to accept online payments
  • Choose a rounding option and increment for standard billing
  • Customize dunning messages and A/R terms to appear on invoices
Use the
Default client options
 tab to set a default document delivery method, which is then applied to all new clients when they're added in Onvio.
Use the
Periods
 tab to set the firm fiscal year, create a new period, and set the period frequency.
Internal use only
Here is the URL for this page: http://ci.onvio.us/#/setup/firm/information

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff