--- title: Amberlo Settings | Help Center description: This section covers information on how to configure the software according to specific needs and preferences. --- [Skip to content](https://help.amberlo.io/amberlo-settings#main-content) - [English](https://help.amberlo.io/amberlo-settings) - [Español](https://help.amberlo.io/es/ajustes-de-amberlo) - [Polski](https://help.amberlo.io/pl/ustawienia-amberlo) English Show submenu for translations [Report an issue](https://help.amberlo.io/kb-tickets/new) [![Logo Amberlo by Septeo orange-blue](https://help.amberlo.io/hubfs/Logo%20Amberlo%20by%20Septeo%20orange-blue.svg)](https://www.amberlo.io/) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - - [English](https://help.amberlo.io/amberlo-settings) - [Español](https://help.amberlo.io/es/ajustes-de-amberlo) - [Polski](https://help.amberlo.io/pl/ustawienia-amberlo) English Show submenu for translations - [Report an issue](https://help.amberlo.io/kb-tickets/new) - [Go to amberlo.io](https://www.amberlo.io/) [Go to amberlo.io](https://www.amberlo.io/) How can we help you today? - There are no suggestions because the search field is empty. 1. 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[Amberlo Settings](https://help.amberlo.io/amberlo-settings) # Amberlo Settings This section covers information on how to configure the software according to specific needs and preferences. - [How to Change Your User Details (Email)](https://help.amberlo.io/how-to-change-your-user-details-email) - [Amberlo and Office 365 Calendar: how to connect, sync, disconnect?](https://help.amberlo.io/amberlo-and-office-365-calendar-how-to-connect-sync-disconnect) - [How to enable Timesheet Locking?](https://help.amberlo.io/how-to-block/lock-past-months-so-that-users-cant-enter-timesheets-with-historical-data) - [How to turn on/of the function "Use additional sales date bills"?](https://help.amberlo.io/how-to-turn-on/of-the-function-use-additional-sales-date-bills) - [How to Delete Your Amberlo Account: A Quick Guide](https://help.amberlo.io/how-to-delete-your-amberlo-account-a-quick-guide) - [How to set Default Invoice/Report Template Settings?](https://help.amberlo.io/how-to-set-default-invoice/report-template-settings) - [How to set Invoices numbering formula?](https://help.amberlo.io/how-to-set-invoices-numbering-formula) - [How to set Credit Notes numbering formula?](https://help.amberlo.io/how-to-set-credit-notes-numbering-formula) - [How to set custom VAT name?](https://help.amberlo.io/how-to-set-custom-vat-name) - [How to set default bank for exchange rates?](https://help.amberlo.io/how-to-set-default-bank-for-exchange-rates) - [How to set default Time format for Bills?](https://help.amberlo.io/how-to-set-default-time-format-for-bills) - [How to add, edit or remove Correction reasons?](https://help.amberlo.io/how-to-add-edit-or-remove-correction-reasons) - [How to Activate Correction Invoice feature?](https://help.amberlo.io/how-to-activate-correction-invoice-feature) - [How Can I Add or Remove Seats?](https://help.amberlo.io/how-can-i-add-or-remove-seats) - [How to set Correction Invoice numbering formula?](https://help.amberlo.io/how-to-set-correction-invoice-numbering-formula) - [How to Connect your Social network accounts?](https://help.amberlo.io/how-to-connect-your-social-network-accounts) - [How to Set User Permissions in Amberlo?](https://help.amberlo.io/how-to-set-user-permissions-in-amberlo) - [Where Can I find my Billing History?](https://help.amberlo.io/where-can-i-find-my-billing-history) - [Notifications Settings](https://help.amberlo.io/notifications-settings) - [Bills Settings](https://help.amberlo.io/bills-settings) - [Documents Settings](https://help.amberlo.io/documents-settings) - [How to connect and use SharePoint with Amberlo?](https://help.amberlo.io/how-to-connect-and-use-sharepoint-with-amberlo) - [How to Add, Remove or Edit Matters Categories and Types?](https://help.amberlo.io/how-to-add-remove-or-edit-matters-categories-and-types) - [How to set Matters Numbering Settings?](https://help.amberlo.io/how-to-set-matters-numbering-settings) - [How to Manage Matters Dropdown Lists?](https://help.amberlo.io/how-to-manage-matters-dropdown-lists) - [How to set Time Rounding for Billable time in Amberlo?](https://help.amberlo.io/how-to-set-time-rounding-for-billable-time-in-amberlo) - [How to set General Bills Settings?](https://help.amberlo.io/how-to-set-general-bills-settings) - [How to set Default Payment Term in Bills?](https://help.amberlo.io/how-to-set-default-payment-term-in-bills) - [How to set Default Bills Currency?](https://help.amberlo.io/how-to-set-default-bills-currency) - [Can I set selected Custom Fields to be visible only to selected Matters categories and types?](https://help.amberlo.io/can-i-set-selected-custom-fields-to-be-visible-only-to-selected-matters-categories-and-types) - [How to Add, Edit or Remove Matters Custom fields?](https://help.amberlo.io/how-to-add-edit-or-remove-matters-custom-fields) - [How to set Second tax % in Bills?](https://help.amberlo.io/how-to-set-second-tax-in-bills) - [Can I edit Approved Bills?](https://help.amberlo.io/can-i-edit-approved-bills) - [How to set Invoices Settings?](https://help.amberlo.io/how-to-set-invoices-settings) - [Contacts Settings](https://help.amberlo.io/contacts-settings) - [Where Can I Change my Billing Information?](https://help.amberlo.io/where-can-i-change-my-billing-information) - [How Can I Change Billing Cycle?](https://help.amberlo.io/how-can-i-change-billing-cycle) - [How can I Change Plan?](https://help.amberlo.io/how-can-i-change-plan) - [How to set or change My Profile Picture?](https://help.amberlo.io/how-to-set-or-change-my-profile-picture) - [How to Sort and Group Users?](https://help.amberlo.io/how-to-sort-and-group-users) - [How to Change Currency for Company Rates?](https://help.amberlo.io/how-to-change-currency-for-company-rates) - [Company Rates Settings](https://help.amberlo.io/company-rates-settings) - [How to Customize Time Targets?](https://help.amberlo.io/how-to-customize-time-targets) - [How to set Estimates Settings?](https://help.amberlo.io/how-to-set-estimates-settings) - [Trust Accounting Settings](https://help.amberlo.io/trust-accounting-settings) - [Debit Note Settings](https://help.amberlo.io/debit-note-settings) - [How to set or change General Activities Settings?](https://help.amberlo.io/how-to-set-or-change-general-activities-settings) - [Contracts Settings](https://help.amberlo.io/contracts-settings) - [How to Add, Edit or Remove Contracts Custom fields?](https://help.amberlo.io/how-to-add-edit-or-remove-contracts-custom-fields) - [How to Manage Contracts Dropdown Lists?](https://help.amberlo.io/how-to-manage-contracts-dropdown-lists) - [Google Calendar. How to connect, sync, disconnect?](https://help.amberlo.io/google-calendar.-how-to-connect-sync-disconnect) - [How to set, change or remove Quantity types for Bills?](https://help.amberlo.io/how-to-set-change-or-remove-quantity-types-for-bills) - [How to set, change or remove Available tax rates for Bills?](https://help.amberlo.io/how-to-set-change-or-remove-available-tax-rates-for-bills) - [How to set default Language for Bills?](https://help.amberlo.io/how-to-set-default-language-for-bills) - [How to set Default VAT % in Bills?](https://help.amberlo.io/how-to-set-default-vat-in-bills) - [How to set Additional seller information for all Bills?](https://help.amberlo.io/how-to-set-additional-seller-information-for-all-bills) - [How to turn on/off the function "Include VAT in bills"?](https://help.amberlo.io/how-to-turn-on/off-the-function-include-vat-in-bills) - [How to set Custom Second Tax Name?](https://help.amberlo.io/how-to-set-custom-second-tax-name) - [How to set a Logo for Bills?](https://help.amberlo.io/how-to-set-a-logo-for-bills) - [How to set default Money format for Bills?](https://help.amberlo.io/how-to-set-default-money-format-for-bills) - [How to set default Date format for Bills?](https://help.amberlo.io/how-to-set-default-date-format-for-bills) - [Matters Settings](https://help.amberlo.io/matters-settings) - [How to Manage Contacts Dropdown Lists?](https://help.amberlo.io/how-to-manage-contacts-dropdown-lists) - [How to turn on/off the function "Include second TAX in bills"?](https://help.amberlo.io/how-to-turn-on/off-the-function-include-second-tax-in-bills) - [How to turn on/off the function "Use additional sales date in invoices"?](https://help.amberlo.io/how-to-turn-on/off-the-function-use-additional-sales-date-in-invoices) - [How to set Default Memos and Notes for Invoices?](https://help.amberlo.io/how-to-set-default-memos-and-notes-for-invoices) - [How to Set Custom Invoice Name?](https://help.amberlo.io/how-to-set-custom-invoice-name) - [How to set Estimates numbering formula?](https://help.amberlo.io/how-to-set-estimates-numbering-formula) - [How to set Default Memos and Notes for Estimates?](https://help.amberlo.io/how-to-set-default-memos-and-notes-for-estimates) - [How to Set Custom Estimate Name?](https://help.amberlo.io/how-to-set-custom-estimate-name) - [How to set default Estimate Template?](https://help.amberlo.io/how-to-set-default-estimate-template) - [How to set Default Estimate/Report Template Settings?](https://help.amberlo.io/how-to-set-default-estimate/report-template-settings) - [How to set Pro Forma Settings?](https://help.amberlo.io/how-to-set-pro-forma-settings) - [How to set Automatic Reminders about overdue invoices Before the Due Date?](https://help.amberlo.io/how-to-set-automatic-reminders-about-overdue-invoices-before-the-due-date) - [How to turn on / off the function "Related object is required for tasks and events"?](https://help.amberlo.io/how-to-turn-on-/-off-the-function-related-object-is-required-for-tasks-and-events) - [Bills Sending Settings](https://help.amberlo.io/bills-sending-settings) - [Planning Settings](https://help.amberlo.io/planning-settings) - [How to turn on / off the function "Events must be closed manually"?](https://help.amberlo.io/how-to-turn-on-/-off-the-function-events-must-be-closed-manually) - [How to edit "Activity category" list?](https://help.amberlo.io/how-to-edit-activity-category-list) - [Activities Settings](https://help.amberlo.io/activities-settings) - [How to create, edit or remove Timesheets and Expenses Types?](https://help.amberlo.io/how-to-create-edit-or-remove-timesheets-and-expenses-types) - [What is a Document Template Merge Field?](https://help.amberlo.io/what-is-a-document-template-merge-field) - [How to set Contracts Numbering Settings?](https://help.amberlo.io/how-to-set-contracts-numbering-settings) - [Subscription Settings](https://help.amberlo.io/subscription-settings) - [Billing Settings](https://help.amberlo.io/billing-settings) - [How to set default Invoice Template?](https://help.amberlo.io/how-to-set-default-invoice-template) - [How to use Recovery Bin?](https://help.amberlo.io/how-to-use-recovery-bin) - [How to change your interface language in Amberlo?](https://help.amberlo.io/how-to-change-your-interface-language-in-amberlo) - [How to access and manage Document Source?](https://help.amberlo.io/how-to-access-and-manage-document-source) - [Account Settings](https://help.amberlo.io/account-settings) - [Main Profile Information](https://help.amberlo.io/main-profile-information) - [How to Change Password?](https://help.amberlo.io/how-to-change-password) - [Profile Settings](https://help.amberlo.io/profile-settings) - [How to create, edit or remove Users Positions?](https://help.amberlo.io/how-to-create-edit-or-remove-users-positions) - [How to use the Search on Users list?](https://help.amberlo.io/how-to-use-the-search-on-users-list) - [How to Deactivate/Delete a User?](https://help.amberlo.io/how-to-deactivate/delete-a-user) - [How to Edit User?](https://help.amberlo.io/how-to-edit-user) - [How to Add a User to Amberlo?](https://help.amberlo.io/how-to-add-a-user-to-amberlo) - [How to Change Company Rates?](https://help.amberlo.io/how-to-change-company-rates) - [How to Create, Edit or Remove Timesheet Types for Company Rates?](https://help.amberlo.io/how-to-create-edit-or-remove-timesheet-types-for-company-rates) - [How to Add Company or Branch?](https://help.amberlo.io/how-to-add-company-or-branch) - [How to change the main Account Currency?](https://help.amberlo.io/how-to-change-the-main-account-currency) - [Anatomy of Amberlo Settings](https://help.amberlo.io/anatomy-of-amberlo-settings) - [Users Management](https://help.amberlo.io/users-management) - [How to Add, Edit or Remove Contacts Custom fields?](https://help.amberlo.io/how-to-add-edit-or-remove-contacts-custom-fields) See less ▼ - [Getting Started](https://help.amberlo.io/getting-started) - [Amberlo Dashboard](https://help.amberlo.io/amberlo-dashboard) - [Amberlo Settings](https://help.amberlo.io/amberlo-settings) - [Create & Manage Contacts](https://help.amberlo.io/create-manage-contacts) - [Create & Manage Matters](https://help.amberlo.io/create-manage-matters) - [Working with Bills](https://help.amberlo.io/working-with-bills) - [Working with Bank Accounts](https://help.amberlo.io/working-with-bank-accounts) - [Working with Calendar](https://help.amberlo.io/working-with-calendar) - [Log Time & Expenses](https://help.amberlo.io/log-time-expenses) - [Working with Documents](https://help.amberlo.io/working-with-documents) - [Working with Emails](https://help.amberlo.io/working-with-emails) - [Working with Reports](https://help.amberlo.io/working-with-reports) - [Amberlo News & Updates](https://help.amberlo.io/amberlo-news-updates) - [FAQ](https://help.amberlo.io/faq) - Home - Products - Pricing - Blog - Company [![Logo Amberlo by Septeo orange-blue](https://help.amberlo.io/hubfs/Logo%20Amberlo%20by%20Septeo%20orange-blue.svg "Logo Amberlo by Septeo orange-blue")](https://www.amberlo.io/) Copyright © 2026 Amberlo Follow us for product updates and tips.