Help Center

The Settings Tab

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The Settings tab is where you can change your Company and User settings, edit data and configure SpringAhead.

The following sections are included in the left-hand data menu:  Data, General, Time, Expense, Accounting, Billing, Wizards, Admin Functions, My Info, and Product. 

Data

  • Sync with Accounting -- Clicking this link will allow you to pull up the SpringConnect syncing engine and pull information from your QuickBooks file to SpringAhead

General

  • My Company -- Settings here will allow you to edit your global preferences
  • People -- Lists all the users who will have access to SpringAhead, including employees, contractors, etc.
  • Projects -- Lists projects/jobs that users can submit time and/or expenses for
  • Companies -- Lists clients/vendors that are pulled over from your QuickBooks file

Time

  • Tasks -- Users can select this to add time to within projects; Can be used in place of Items.
  • Time Types -- Additional / custom time types here can utilized by users to input time for, such as PTO, Vacation, etc. 

 

Expense

  • Expense Types -- These will be visible to expense users who will be submitting expenses, such as mileage.
  • Payment Methods -- These will be visible to expense users to select for their expense reports, such as Cash, Credit Card, etc.
  • Approval Levels -- Only visible if "Use Approval Levels" is checked off in My Company. Allows monetary limits for expense approvers

Accounting

  • Accounts -- These are pulled over from your QuickBooks file
  • Items -- These are service items pulled over from your QuickBooks file
  • Payroll Items -- These are pulled over from your QuickBooks file
  • Classes -- These are pulled over from your QuickBooks file
  • Terms -- These are pulled over from you Quickbooks file
  • Messages -- These are pulled over from your QuickBooks file

*Clicking on any of the above data menu names will show the respective list.

*The default display is for all active data. To view inactive data, click on the View Archived People/Projects or Show Inactive link.*To add new data, click on Add Person/Project/Company or Add New. To edit a specific data item, click on the name in the first column.

Billing

  • My Account -- (Only visible to Admins) This menu allows you to view your invoices from
  • SpringAhead, change your license count, and update credit card details

Wizards

  • Setup Wizard -- The wizard that initially lays the groundwork for your settings in SpringAhead; May access again to set up basic settings. 
  • Employee Projects -- This wizard will allow you to add or remove a user from multiple projects at once. 
  • Map Users to Items -- This wizard will allow you to connect mutliple users to respective items. 

Admin Functions

  • Reset Data -- Use only if necessary or need troubleshooting. 

My Info

  • Change Password -- Here, a user can change the password to his/her SpringAhead account

Product

  • Validate License -- This link will allow you to view the number of active time/expense licenses you are using out of the allotted number of licenses you have
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