Navigating Company Settings in Ressio

Understanding Company Settings in Ressio

In this article, you will learn how to effectively navigate and manage your company settings in Ressio. Your Company Settings in Ressio act as the foundation for how your business operates on the platform. From managing your team and cost codes to setting up reminders and integrations, this area ensures everything is configured to match your company’s workflows.

Understanding and managing your Company Settings ensures your team works efficiently and consistently across projects. You’ll:

 Table of Contents:

1. Accessing Company Settings
2. Updating Company Information
3. Managing Team Members
4. Handling Cost Codes, Cost Types, and Unit Types
5. Setting up Integrations
   1. QBO Integration
   2. Lead Form
6. Configuring Reminders
7. Company Holidays
   
   

1. Accessing Company Settings

To access your company settings, navigate to the bottom left hand side of the screen.

2. Updating Company Information

The first section you'll see is your company info. Here, you can upload or update your company logo and basic information such as company name and address.

3. Managing Team Members

Below the company info, you'll find the team members section. Here, you can add new team members, including admins and field members. You also have the option to set burden rates for the time clock and allow team members to edit their own shifts or approve bills.

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4. Handling Cost Codes, Cost Types, and Unit Types

Next, you'll find the cost codes section. Here, you can upload your cost codes or link your account to QuickBooks to import them. This is also where you manage your cost types and unit types, which are used for estimates.

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5. Setting up Integrations

In the integrations section, you can connect your account to QuickBooks. You can also generate a lead form code for your website by entering your URL and saving the changes.

QBO Integration

Lead Form

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6. Configuring Reminders

Finally, in the reminders section, you can turn on or off company level reminders.

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7. Company Holidays

Company Holidays allow you to block out non-working days across all projects in Ressio. Once holidays are added at the company level, they automatically appear in project schedules and calendars so teams don’t plan work on days your company is closed. The Company Holiday tab can be founder under Company Settings and is represented with a 🌴 symbol. 

To add a Company Holiday:

1. Go to Company Settings

2. Select the Company Holidays tab

3. Click Add Holiday

4. Enter a Holiday Name, Select the Start Date and End Date

5. Activate the holiday by clicking on the ✅

You can add multiple holidays for the year.
 

If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help