The Settings screen

On this page

What this does

Settings holds everything that is set once for a company or for this computer. Most tiles need an open company.

Account. Sign in, your plan and your computers. See Settings › Account and Licence.
Licence and activation. Paste a key, see your plan and expiry. See Settings › Account and Licence.
Companies. See The Companies screen.
Company. Legal name, address, CRA and Revenu Québec numbers. See Company profile and numbers.
Pay groups. Pay schedules and pay dates.
Departments. For reports and journal export.
Locations. Provinces, WCB and employer health tax. See Pay groups, departments and locations.
Custom fields. Extra fields on every employee record. See Custom fields.
Earnings and deductions. See The pay items catalogue.
Time off policies. See Time off policies.
Chart of accounts. See Chart of accounts and mapping.
Stub template. What pay stubs show, the PDF password and the email wording. See Stub template.
Email. Your mail server for sending stubs. See Email (SMTP) and stub delivery.
Payment originators and Cheques. See Bank originator setup and Cheques.
Remittances. See Remittance schedules.
Payees. See Payees (court order recipients).
Tax tables. See Tax tables and updates.
Users and roles. See Users and roles.
Data and security. See Settings › Data and security.
Cloud sync. See What the Cloud add-on is.
Language. See Language.

If a company has users, only an administrator can change most settings. Other roles see "Settings are for admins". Language is open to every role.

With no company open, the screen says "Open a company to change its settings."
Settings changes are recorded in the audit log.
A read-only licence blocks some settings. See Licence banners and read-only mode.