The Settings Tab Follow

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