Finance Settings

In Trak, managing your finance settings is crucial to tailor the platform to your business requirements effectively. This guide will walk you through the various customization options available under your company settings.

Accessing Company Settings

To access your company settings in Trak, navigate to your profile name located at the top right corner of the platform. Here, depending on your access level, you'll find a range of settings that allow you to fine-tune your financial operations.

Finance Settings Overview

Under the company settings, the finance section provides comprehensive options to configure your Trak account:

Tab Quote Settings:

    • Customize default settings for quotes in Trak.
    • Define default notes that appear at the bottom of PDF quotes, such as terms and conditions or personalized message

Share Message:

    • Configure a general message used when emailing quotes to customers.
    • Tailor this message to align with your company’s communication style and branding.

Quote Approval Customization:

    • Set up fields and requirements for quote approvals.
    • Define mandatory fields like company names or signatures based on your business need

Quote Expiry:

    • Specify how long quotes remain valid before expiring.
    • Receive notifications when quotes are about to expire to stay proactive.

PDF Settings and Attachments:

    • Customize how PDF attachments are included in quotes.
    • Decide whether attachments should be appended directly to the PDF or presented as links.

Invoice Settings:

    • Similar to quote settings, customize default notes, share messages, and attachments for invoices.
    • Include essential details like bank account information for customer payments.

Material Order Settings:

    • Customize default settings for material orders and purchase orders.
    • Tailor settings separately for suppliers and subcontractors based on your specific needs.

Expense Accounts:

    • Integrate with QuickBooks, Xero, or Myob to automatically sync expense accounts.
    • Customize or create new expense accounts directly within Trak.

Day Docket Settings:

    • Configure default settings for day dockets used in field operations.
    • Customize approval fields, share messages, and inclusion of attachments or notes.

Rate Cards:

    • Create and manage rate cards for labor and equipment used in day dockets.
    • Define rates, minimum hours, and other specifics based on job types or project requirements.

Do and Charge Settings:

    • Customize settings for jobs billed based on time spent rather than quoting.
    • Define rates, include material orders, expenses, and configure invoice generation directly from job details.

Customization Benefits

  • Efficiency: Streamline operations by setting default options that align with your workflows.
  • Flexibility: Tailor financial settings to match specific job types, client needs, or internal processes.
  • Integration: Seamlessly integrate with accounting software and customize expense management.

Support and Assistance

If you require further assistance or have specific questions regarding financial customization in Trak, please contact our support team at contact@trak.com. Our team is here to help you optimize Trak to meet your business requirements effectively.

Conclusion

Customizing finance settings in Trak empowers you to enhance efficiency, accuracy, and alignment with your business processes. Take advantage of these features to streamline financial operations and maximize productivity within your organization.

Thank you for choosing Trak. We look forward to supporting your business success!