Amberlo Settings

This section covers information on how to configure the software according to specific needs and preferences.

• How to Add, Edit or Remove Contacts Custom fields?
• Users Management
• Anatomy of Amberlo Settings
• How to change the main Account Currency?
• How to Add Company or Branch?
• How to Create, Edit or Remove Timesheet Types for Company Rates?
• How to Change Company Rates?
• How to Add a User to Amberlo?
• How to Edit User?
• How to Deactivate/Delete a User?
• How to use the Search on Users list?
• How to create, edit or remove Users Positions?
• Profile Settings
• How to Change Password?
• Main Profile Information
• Account Settings
• How to access and manage Document Source?
• How to change your interface language in Amberlo?
• How to use Recovery Bin?
• How to set default Invoice Template?
• Billing Settings
• Subscription Settings
• How to set Contracts Numbering Settings?
• What is a Document Template Merge Field?
• How to create, edit or remove Timesheets and Expenses Types?
• Activities Settings
• How to edit "Activity category" list?
• How to turn on / off the function "Events must be closed manually"?
• Planning Settings
• Bills Sending Settings
• How to turn on / off the function "Related object is required for tasks and events"?
• How to set Automatic Reminders about overdue invoices Before the Due Date?
• How to set Pro Forma Settings?
• How to set Default Estimate/Report Template Settings?
• How to set default Estimate Template?
• How to Set Custom Estimate Name?
• How to set Default Memos and Notes for Estimates?
• How to set Estimates numbering formula?
• How to Set Custom Invoice Name?
• How to set Default Memos and Notes for Invoices?
• How to turn on/off the function "Use additional sales date in invoices"?
• How to turn on/off the function "Include second TAX in bills"?
• How to Manage Contacts Dropdown Lists?
• Matters Settings
• How to set default Date format for Bills?
• How to set default Money format for Bills?
• How to set a Logo for Bills?
• How to set Custom Second Tax Name?
• How to turn on/off the function "Include VAT in bills"?
• How to set Additional seller information for all Bills?
• How to set Default VAT % in Bills?
• How to set default Language for Bills?
• How to set, change or remove Available tax rates for Bills?
• How to set, change or remove Quantity types for Bills?
• Google Calendar. How to connect, sync, disconnect?
• How to Manage Contracts Dropdown Lists?
• How to Add, Edit or Remove Contracts Custom fields?
• Contracts Settings
• How to set or change General Activities Settings?
• Debit Note Settings
• Trust Accounting Settings
• How to set Estimates Settings?
• How to Customize Time Targets?
• Company Rates Settings
• How to Change Currency for Company Rates?
• How to Sort and Group Users?
• How to set or change My Profile Picture?
• How can I Change Plan?
• How Can I Change Billing Cycle?
• Where Can I Change my Billing Information?
• Contacts Settings
• How to set Invoices Settings?
• Can I edit Approved Bills?
• How to set Second tax % in Bills?
• How to Add, Edit or Remove Matters Custom fields?
• Can I set selected Custom Fields to be visible only to selected Matters categories and types?
• How to set Default Bills Currency?
• How to set Default Payment Term in Bills?
• How to set General Bills Settings?
• How to set Time Rounding for Billable time in Amberlo?
• How to Manage Matters Dropdown Lists?
• How to set Matters Numbering Settings?
• How to Add, Remove or Edit Matters Categories and Types?
• How to connect and use SharePoint with Amberlo?
• Documents Settings
• Bills Settings
• Notifications Settings
• Where Can I find my Billing History?
• How to Set User Permissions in Amberlo?
• How to Connect your Social network accounts?
• How to set Correction Invoice numbering formula?
• How Can I Add or Remove Seats?
• How to Activate Correction Invoice feature?
• How to add, edit or remove Correction reasons?
• How to set default Time format for Bills?
• How to set default bank for exchange rates?
• How to set custom VAT name?
• How to set Credit Notes numbering formula?
• How to set Invoices numbering formula?
• How to set Default Invoice/Report Template Settings?
• How to turn on/of the function "Use additional sales date bills"?
• Amberlo and Office 365 Calendar: how to connect, sync, disconnect?
• How to enable Timesheet Locking?
• How to Delete Your Amberlo Account: A Quick Guide