Settings is where you can update your company info, invoicing, proposal, logo, payment and tax settings and add new users. It's important to go through these before you get started to make sure that everything will work smoothly.

You can access the settings by clicking on Settings on the mid-left hand corner of the page. You'll be greeted by these options that we'll be working through:

This is where you can edit your basic company info, invoicing and proposal settings.

Company Name - The name you enter in Company Name is what will be used in all proposals, engagement letters and email correspondence sent to your clients through Ignition.

Company Email - This is the default email address used to communicate with your clients.

We recommend using a generic email address, e.g. info@yourcompany.com, instead of personal emails to avoid delays due to holidays etc.

Country - It is important to complete this correctly as it determines the currency used in your proposals.

Timezone - This field is important to set as it will ensure your dates are correct on your proposals and engagement letters.

Start of Financial Year - This is the financial year of your practice. It can be used in engagement letter templates, and it also determines the financial year displayed on your Revenue Dashboard.

Acceptance Email Notification - A copy of the acceptance email will be sent to the email addresses(es) you input here. This is handy if you wish to be notified whenever a proposal is accepted.

PDF Page Size - If you intend on printing or saving the PDF versions of your engagement letter, please select your page size standard - for North American users, you may want to change this to Letter or Legal.

Send Proposal Reminders - These enable Ignition to automatically send reminders to clients if they haven't accepted a proposal.

Days Between Reminder - You can control how many days to wait between reminder emails.

Maximum Number of Reminders - You can control how many reminder emails will be sent in total.

Invoice Emails - When a new invoice is created or paid, you can choose to automatically send an email notification to your clients. These are the default settings, however you can choose to edit this at a client level if you wish.

Payment Receipts Email - When a payment has been received through Ignition, you can choose to automatically send a payment receipt email notification to your client. These are the default settings, however you can choose to edit this at a client level if you wish.

Click here to read more about the Client Emails feature.

Remember to click the Save Settings button at the top-right corner before navigating away to save any changes you've made.

For in-depth instructions on how to activate payments and configurations, please see this article here.

This is where you can upload your logo and change your branding color.

Your company logo and primary branding color are used on the emails sent from Ignition to your clients and it's also highlighted on the Client Acceptance Page.

You can drag and drop your logo file, or click the Choose File button to upload.

Once uploaded, the system will automatically detect the colour palette of your logo, but you can elect to choose a different colour to match your branding.

You can also use a custom color by entering a custom HEX color value by clicking on the plus button at the end of the colour palette and typing the HEX value of the color in the field below.

This allows you to specify default tax rates for service and provides options in how you present proposal prices (e.g. Excluding or including tax).

Setting up your tax rates will make sure your connected invoicing systems will have the correct tax rates populated when Ignition generates an invoice.

Note: Taxes can only be enabled if you have an accounting app connected. Tax rates are imported from your accounting app - If you need to edit your tax rates, it needs to be done in your accounting app and then synced with Ignition.

Read more about configuring tax rates here.

Our recommendation is to set up everyone in your practice as a Member in Ignition. You can restrict certain access by applying different user privileges. Read more about users and user settings here.

If you'd like to change the different notifications that each user receives, you will need to log into their account and change the different notifications settings in their profile.