Skip to main content

Search

Welcome to our Support

General Setup

Sohini Chakraborty
  • Updated

To view the steps to manage the general setup settings, click the links below.

Business Details

The Business Details settings contains certain business details obtained while you were setting up your business. You can view or update most details.

  1. Access the settings page.
  2. Under the GENERAL SETUP heading, click Business Details.
  3. View or update the settings and click Save.

Users

The Users feature allows you to grant, manage or remove access to BrightBooks for one or more users and enable users to record the time and expenses for customer projects. To use the users feature, complete the following steps.

Managing Access

Granting Access

  1. Access the settings page.
  2. Click Users. The User Access page appears.

Manage Account

When you set up a business, BrightBooks sets up a business specific account that allows you to manage data such as credit card information, plans and payment method.

  1. Access the settings page.
  2. Click Manage Account. The account page appears.
  3. Choose any of the options:
    • To view the invoices against your payments, click the button under Payment History.
    • To change the current plan, click Change under the Plan Details heading.
    • View the current payment method under the Payment Method heading.
    • To change the email ID to which the payment-related alerts will be sent, click Change under the Plan Details heading.
  • BrightBooks allows you to send SMS to users. To top up the SMS credits, click Top up.
  • To change the business address, click Change under the Invoice Name & Address heading.
  • To change the credit card details, click Change under the Credit Card Details heading. Read the notes on-screen carefully before confirming the change.
  • To buy additional users, click Buy Additional User under the Additional User heading.

Manage Currency

Your clients may accept currencies different from your business currency because they are based out of different countries. BrightBooks allows you to operate transactions in the form of invoices, quotes and orders which converts your product or service values to a currency acceptable to your customer. You only need to set up one or more different currencies, conversion rates and other settings which is shown below. It is recommended you perform the steps in the order shown below.

Enabling Multicurrency

  1. Access the settings page.
  2. Click Manage Multicurrency. The manage currencies page appears.
  3. Click the button under the Multi-Currency Setup heading.
  4. Select Enable Multi-Currency.
  5. Ensure that you are happy with the base currency shown in the SELECT BASE CURRENCY list.
  6. Optional. If you want to use the Yahoo Finance to automatically convert your base currency to the customer currency, select Use Yahoo Finance for Automatic Rates. Else, leave it deselected. Note that if you do not select the option, you need to manually provide the conversion rates later.
  7. Click Save.
  8. In the Information Message window, click Ok. Note that you cannot update multicurrency after you have posted your first transaction.
  9. To add currencies other than the base currency, click the button under the Currencies heading.
  10. Click Add.
  11. Select the required currency and click Save.
  12. If you have selected Yahoo Finance for automatic rates, click Rates and click the rate provided.
  13. Close the Rates window.

Enabling Multicurrency in Products

You can do it both for existing and new products.

  1. Access the settings page.
  2. Click Products. The Products page appears.
  3. Add a product or click an existing product.
  4. Select Automatic Currency Rates and click Save.

Enabling Multicurrency in Customer Records

If the customer country is the same as that of your business, then there is no conversion and the base currency is applicable.

  1. On the left panel, click Sales > Customers.
  2. Open a customer record having location different from that of the business.
  3. Click Invoice Settings.
  4. Select the currency applicable in the customer country and click Save.

You have successfully set up the multicurrency feature. Now the help shows the steps to set up an invoice with multicurrency applied.

Setting up an Invoice

  1. Open a new invoice record and start setting up the invoice.
  2. Select the customer that accepts different currency. The invoice shows the total invoice value in customer currency, the conversion rate applied and the total invoice value in business currency.
  3. Click Save to save the invoice.
Similarly, you can set up multicurrency for quick invoices, quotes and sales orders.

Manage Time Recording

Your business may sell both products and services. For the services, it charges the customer for the time and expenses incurred on the services. BrightBooks allows you to set up charges for time and expenses incurred on the services. First, you need to enable the feature, known as time recording. This topic shows the steps to enable time recording.

  1. Access the settings page.
  2. Click Manage Time Recording. The time recording page appears.
  3. Do the following:
  4. Under Time Settings heading, click Change Settings.
  5. Ensure that the Use Time option is selected. To enable recording of expenses incurred on customer projects, select Use Projects.
  6. Click Save.
  7. To set up or update the projects for the customer, under the Time/Expense Types heading, click Manage Time/Expense Types.
  8. Set up or update projects.
  9. To enable users to record time and expenses, under the Manage Users, Chargeout Rates And Accountable Units heading, click Manage Hours > Rates.
  10. On the Time Users page, click the email ID of the user.
  11. Select Enable time recording and click Save.
  12. In the time recording window, enter the joining date, leaving date, hourly rates, working hours and mileage and click Save.
  13. The Time Tracking menu is enabled on the left panel.
Powered by Zendesk