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Configure Settings

Find and adjust company settings so you are ready to go when processing your first invoice.

Zack Beveridge avatar
Written by Zack Beveridge
Updated over a week ago

πŸ”· Some settings are only accessible with Administrator level accounts for privacy and security reasons. If you cannot view the full suite of settings, contact your inBuild administrator for changes.


General Settings

To find your company settings you can click on your name in the top right corner and select settings βš™οΈ.

Company Settings πŸ”·

View and edit your company's contact information. Here you can add a company profile picture and adjust the following details that will be featured on exported pay applications and internal invoices:

  • Name

  • Address

  • Email

  • Website

  • Phone

  • Employer Identification Number

Profile Settings

Change your account details and reset your password.

Here you can make changes to the following details of your personal inBuild account:

  • Username

  • First Name

  • Last Name

  • Email

  • Password

  • Two-Factor Authentication (Coming Soon)

Users πŸ”·

Add team members and choose which projects they manage.

Here you can make the following changes to user accounts within your company:

  • Add new users

  • Remove existing users

  • Update permissions and roles within inBuild

  • Adjust user profile settings: First Name, Last Name, Email

  • Assign specific projects


Setup Settings

Payment Methods πŸ”·

Manage company credit cards and bank accounts. Add new payment methods or edit existing ones.

Email Forwarding πŸ”·

Configure all email accounts and forwarding into inBuild. Connect to your Gmail account via OAuth so your data is connected and store securely and safely.

Subscription and Billing πŸ”·

Manage or upgrade to a different subscription tier. Configure payment details for your inBuild subscription. Only applicable to enterprise-level customers.


Construction Settings

Projects

Create new projects, update existing jobs, and search through your job list. To add a new project click the "Add Project" button in the upper right-hand corner. If you are looking for a specific project and it is not showing, make sure to select the "Show Inactive" button, this will reveal any projects that have finished and been given the "Inactive" status. To edit a specific project, click the edit button next to that project entry in the project list.

Each job can have the following details edited:

  • Project Name

  • Billing Due Date

  • Billing Frequency

  • Project Status

  • Add Billing Period - Start and End Date

  • Adjust Current Billing Periods - Status and Dates

Vendors

Add or change your subcontractors and suppliers information. Click on any existing entry to make edits, or click the "Add Vendor" button in the upper right-hand corner to add a new entry.

The following details can be added or edited for vendor profiles:

  • Name

  • Address

  • Phone

  • Email

  • Sage ID

  • Cost Type

  • Account Sub Type

Cost Codes πŸ”·

Set up company cost code structures. Add, edit, and search through company cost codes. To add a new code, click the "Add Cost Code" button in the upper right-hand corner of the screen.

Cost codes have the following editable fields:

  • Code

  • Description

  • Parent - For layering and divisions within the project budgets

  • Expense Account

  • Income Account

  • External Reference

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