Articles on: Configuring Proplanum for the company

Basic details and the global configuration

The general settings are where the Organisation Administrator describes the company and lays down the global rules for the whole system: the basic details, the contact person, the VAT invoice details and the regional configuration (time and date format, country, language, currency, time zone, the national minimum wage amount). That way the whole application works in line with the realities of your organisation, and the billing goes out on the right details.


Important: Only the Organisation Administrator has access to the general settings.


How to open the general settings


  1. Log in to Proplanum.
  2. In the menu on the left click Company settings (the cog icon at the bottom of the menu).
  3. From the list that opens pick General settings.


The page is divided into four sections, each with its own Edit button that opens a separate editing window. You save the changes within each section — there is no single save for the whole page.


general settings


Basic details


In this section you manage the company logo. Click Edit to add a logo, change it for another or remove it. The logo appears in the application interface and helps identify the organisation.


Contact person


Click Edit and fill in the details of the contact person at your company:


  • First and last name
  • Phone number
  • E-mail address


This is the person the Proplanum team will get in touch with when needed.


VAT invoice details


Click Edit and enter the details that are to appear on the VAT invoice:


  • Company name
  • Country
  • E-mail
  • Tax ID
  • City
  • Street
  • Postcode


Remember: Invoices in Proplanum are kept in the system and you can view or download them at any time. More about billing in the Plans, prices, billing category.


The global configuration


Click Edit to open the global configuration window. Here you set the rules that apply across the whole application:


  • Time format — 12-hour or 24-hour.
  • Country — the country the company operates in.
  • Language — the default language of the application.
  • Currency — the currency used in settlements.
  • Time zone — the zone the company is in.
  • Date format — the order of day, month and year.
  • The national minimum wage amount — the rate used in pay calculations.


global configuration


Once you have made the changes, save them in the editing window. The global settings affect how dates, times and amounts are presented across the system, so it is worth filling them in at the very start of your work with Proplanum.

Updated on: 09/08/2026

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