Overview
Properly configuring your general settings is the foundation for maximising your Fergus experience. These settings ensure your business information is accurate, your workflows are streamlined, and your team can operate efficiently from day one. Taking time to set up these configurations correctly will save you time later and help maintain consistency across all your business operations.
Getting started
To access your general settings, click on the Cog icon at the top right of the page. Here you can view and edit your Fergus settings.
1. Name, Contact and Logo Settings: To input your company's name, click at the top of the page to edit. Afterwards, a green system message will appear at the top of the screen to confirm your company name has changed. Below your company name are your business's contact details. To edit your business contact details, click the pencil icon; this will lead to a pop-up. In this pop-up, input the contact person's name, title/position, and their contact details. Here, you also input your business's address in this pop-up. To add your company's logo, click the 'Choose File' button to upload your image or drag and drop your image.
2. General Settings: General settings have three sections: Account Settings, Purchase Order Settings, and Miscellaneous Settings. To edit any of these settings, click the "Edit Settings" button.
Account Settings: This is where you set up your Important company information. This will vary depending on the country you are in:
New Zealand:
GST Number
Payee Name:
Bank Account Number
Job Number Prefix
Starting Job Number
Currency
Date Format
Company Time Zone
United Kingdom :
VAT Number:
Payee Name:
Bank Sort Code:
Bank Account Number:
Job Number Prefix:
Starting Job Number:
Currency:
Date Format:
Company Time Zone:
Australia:
ABN
Payee Name
Bank Account Number
Job Number Prefix
Starting Job Number
Currency
Date Format
Company Time Zone
Purchase Order Settings: In Purchase Order Settings, set your preferred default attachment when sending purchase orders and toggle on/off to automatically create an invoice to come after sending the purchase order.
Miscellaneous Settings: In Miscellaneous Settings, toggle on/off group tracking and showing state/region in invoices and quotes. The last option lets you set your Fallback Material Markup Rate. After editing your settings, click the 'Save Settings' button, and a green system message will appear at the top of the screen to confirm your changes have been saved.
3. Tax Settings: In the tax settings, you'll see a list of tax types. By default, Fergus assigns GST at a 15% rate. To edit a tax type, click the pencil icon to modify the details, then select "Save" once finished. To archive the tax type, click the box icon.
All archived taxes are shown under the taxes section; they can be unarchived by clicking the unarchive button. To create a new tax type, click 'New Tax'. This opens a pop-up where you input the name and rate, then click 'Create'.
4. Customer Sources Options: Customer Sources allow you to track where a customer came from, such as advertising, radio or Google Search. To create a source tag, type the source name in the tag box. When finished, press Enter to make your customer source tag.
To edit, click on the tag, then click outside the tag to save your changes. A green message at the top will confirm your update. You can set this as mandatory or optional by toggling the customer source requirement on or off for all customers. When creating a customer, you can specify how they discovered you. You can also monitor your customer sources regularly using the Customer Source Report available in the Reports menu.
5. Set up Automatic Job Cleanup: Configuring automatic job cleanup helps maintain a clear and smooth status board. For each available option, choose the dropdown menu and select the number of days after which Fergus will automatically remove the items.
Conclusion
Completing your general settings configuration is a crucial first step that sets the foundation for your success with Fergus. By properly setting up your company information, tax settings, customer sources, and automation preferences, you're ensuring that your business operations run smoothly and efficiently.