Edit Client / Company Settings

Overview

Admin, Leaders, and Managers in Qvinci may update the Client/Company name, accounting method, reporting settings, and currency in Qvinci.  From the Manage > Client or Manage > Company menu the Admin or Leaders may edit the Client/Company settings such as updating the name, enabling/disabling certain reporting features, etc.  

General Settings Section

• Client/Company Name: The Client/Company name is necessary to differentiate between multiple Clients/Companies in a Qvinci Account. This name is not the Entity name. This name is set at the Company level. This allows users who have access to multiple Clients/Companies to have access under a single user login.

• Peer Benchmarking Report: This report can be enabled for end-user access, or only available to higher-level users (Admin, Leaders, Manager, Company Viewers, Staff). 

• Disable Balance Sheet: This setting blocks all Balance Sheet data, from all Entities from entering Qvinci.

Accounting Section

• Weekly Reporting: The "Profit and Loss-Weekly" report is enabled from this screen. Contact Qvinci Support to enable this report when financial data currently exists in the company. Otherwise, the Admin may enable this reporting feature from this screen.

• Accounting Method: Regardless of the accounting method (cash versus accrual) used in the QuickBooks® files, the Account Owner can set the method to use when running reports in Qvinci. 

Note: When accounting methods are changed, a resync will be required of all QuickBooks® files prior to being able to run reports again. 

• Currency: Set the currency for reporting from this screen. Contact Qvinci Support to set or change the currency listed when financial data currently exists within the company.

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