The firm information is the first thing to set up in Maatdesk. The firm name, address and contact details appear on invoices, requests, reports and downloaded PDFs, and the billing rate and taxes are used when you record time and create bills.
Edit the firm information
Click Settings in the left menu, then click Manage Firm. The Firm tab opens.
- The Firm tab. Offices and Merchants have their own articles: Managing your Offices and Managing Merchants.
- Enter the firm Name (required).
- Enter the address: Address Line 1, Address Line 2, City, State, Zip Code and Country.
- Enter the Phone, Fax, Email (required) and Website.
- Enter the Billing Rate: the default hourly rate of the firm. It is suggested when you create time entries.
- Enter the Primary Tax and the Secondary Tax applied to bills.
- Select the Secondary Tax Rule: Apply to pre-tax amount (the default) calculates the secondary tax before the primary tax; Apply to post-tax amount calculates it after the primary tax.
- Upload the Firm Logos: a Horizontal Logo (800 x 200 px, 4:1, recommended) and a Square Logo (300 x 300 px, 1:1, recommended), in PNG or JPG. They are available in document templates as the merge fields Firm.HorizontalLogo and Firm.SquareLogo.
- Click Save.
Note. Taxes are added to a bill only when Apply tax or Apply secondary tax is checked on that bill. Changes to the firm information apply to new bills and requests; existing ones keep the information they were created with.
Fill in as many fields as you can, even the optional ones, so your documents show complete firm details.