--- title: Default settings summary: Choose the region, time zone, financial year, order number format, notifications and task alerts that every project in your company uses. order: 2 menu: Company settings > Company Setup route: /company/setup who: People who have the Admin View permission. Saving a change needs Admin Edit. --- The tab **Default Settings** on the page **Company Default Settings** sets how Superwise shows dates and money. It also sets how Superwise numbers purchase orders (PO) and work orders, and which notifications it sends. The settings apply to all projects. ## Before you start - Know the first month of your financial year. In India it is April. - Decide how your order numbers should look. If you do not set a format, Superwise uses `ProjectCode/OrderType/OrderNumber`. - Fill in [Company details](company-details.md) first, because the short name is part of the order number. ## How to change the default settings ![The tab Default Settings with the saved values. The mark 1 is the button Edit.](../media/company-setup-settings.png) 1. Open **Company settings** in the left menu and click **Company Setup**. 2. Click the tab **Default Settings**, next to **Company Details**. The page shows the saved values. A green tick means a switch is on. A grey cross means it is off. 3. Click **Edit** (mark 1 in the first picture). 4. Change the fields you need. See the tables below. In the second picture, **Order Format** is marked 1 and **Save** is marked 2. 5. Click **Save**. A message says that the settings were updated. To leave without saving, click **Cancel**. ![The tab Default Settings in edit mode. The mark 1 is the field Order Format and the mark 2 is the button Save.](../media/company-setup-settings-edit.png) ## What the fields mean | Name | What it means | | --- | --- | | **Region** | Decides how dates, money and numbers appear. For example the region for India shows dates as dd-MM-yyyy. Required. | | **Timezone** | The time zone for times shown in the portal. It is chosen for you when you choose the region. You can change it. Required. | | **Financial Year Start** | The first month of your financial year. Required. On the saved page this field is shown as **FY Start**. | | **Image Resolution** | The size of photos taken in the mobile app: **Low**, **Medium** or **High**. A lower resolution gives smaller files and less detail. Required. | | **Order No. Reset Period** | When the order number goes back to 1: **Day**, **Month**, **Year** or **Never**. Required. | | **Order Format** | How purchase orders and work orders are named. See the next section. | | **Project-wise Order No.** | On: each project counts its own order numbers. Off: the numbers run over all projects. | | **Timestamp on Chat Images** | On: Superwise adds the date and time to every image posted in a chat group. | | **Notify on Material Delivery** | On: the person who approves material deliveries gets a notification for every delivery. | | **Notify on Rejection** | On: the person who created an entry gets a notification when the entry is rejected. | | **Delete Material Receipts (after Bill)** | On: Superwise deletes the material receipts once they are billed. Keep it off unless your administrator asks for it. | ## What the order format placeholders mean Type the format in **Order Format** with each placeholder in curly brackets. The placeholders are: | Placeholder | What it gives | | --- | --- | | `{ProjectCode}` | The code of the project. | | `{OrderType}` | The type of the order. | | `{OrderNumber}` | The running number of the order. | | `{CompanyCode}` | The short name of the company. | | `{OrderFinancialYear}` | The financial year of the order date. | | `{OrderMonthYear}` | The month and year of the order date. | | `{OrderDateDay}` | The day of the order date. | | `{OrderDateMonth}` | The month of the order date. | > **Example:** The format `{ProjectCode}-{OrderType}-{OrderFinancialYear}-{OrderNumber}` gives one number for each order, made of the project code, the order type, the financial year and the running number. ## What the task settings mean These fields show only when your account has the planning module with tasks. They control alerts for the schedule and for measurements. | Name | What it means | | --- | --- | | **Notify on Task Completion** | On: a chat notification goes to the department when an activity is complete. | | **Image Mandatory on Progress** | On: a photo is required when you post task progress from the mobile app. | | **Allow Order Rate to exceed Estimated** | On: you can issue a work order at a higher rate than the estimate in the bill of quantities (BOQ). | | **Allow Actual Quantity to exceed Planned** | On: the quantity of work done can be more than the planned quantity of an activity. | | **Notify when Actual Quantity exceeds Planned** | Shows only when the switch above is on. On: users who can edit work orders, tasks or progress get a notification when the actual quantity is more than planned. | | **Alert for Pending Appointments** | On: users who can add or edit work orders get a notification about contractors not yet appointed. | | **Primary Alert for Expiring Float** | On: users who can edit tasks or progress get a notification before the float of an activity ends. Float is the spare time an activity can slip without delaying the project. | | **Primary Alert before (days/hours)** | Shows when the primary alert is on. The number of days or hours before the float ends. | | **Secondary Alert for Expiring Float** | A second notification of the same kind. | | **Secondary Alert before (days/hours)** | Shows when the secondary alert is on. The number of days or hours before the float ends. | | **Alert for Inactive Tasks** | On: users who can edit tasks or progress get a notification about an activity that started but has no progress report. | | **Inactive if no progress in (days/hours)** | Shows when the inactive alert is on. The number of days or hours without progress. | | **Alert on Float Expiry** | On: users who can edit tasks or progress get a notification when the critical path changes. | ## Rules to know - Only a user with Admin Edit can save these settings. - The saved page uses some other names for the same fields: **FY Start**, **Alert for pending Appointments** and **Inactivity Alert for Tasks**. - **Delete Material Receipts (after Bill)** removes data. Do not switch it on to save space unless you accept that the single receipts cannot be opened after billing. ## If something goes wrong | What you see | What to do | | --- | --- | | The task settings are missing. | Your account does not have the planning module with tasks. Ask your administrator. | | A message says that settings could not be saved. | Read the message under it, fix the field it names and click **Save** again. | | The time on documents is wrong. | Check **Timezone** and change it. | ## Related pages - [Company setup](index.md) - [Company details](company-details.md) - [Subscription](subscription.md)