> For the complete documentation index, see [llms.txt](https://help.agencydesk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.agencydesk.io/company-settings.md).

# Company Settings

- [General](https://help.agencydesk.io/company-settings/general.md): This section helps you configure your Agencydesk profile to reflect your company’s identity and operational needs. Accurate setup ensures smooth integration and professional client-facing documents.
- [Details](https://help.agencydesk.io/company-settings/general/details.md): Update company details like logo, address, currency, and time zone to ensure accurate data and consistent branding across your account.
- [Finance](https://help.agencydesk.io/company-settings/general/finance.md): Set the agency’s tax, currency, banking and PDF defaults, check Agencydesk number formats, and maintain separate document footers.
- [Accounting](https://help.agencydesk.io/company-settings/general/accounting.md): Manage financial integrations and accounts in the Accounting tab. Connect to Xero or create custom accounts for seamless tracking.
- [Billing Tiers](https://help.agencydesk.io/company-settings/general/billing-tiers.md): Billing Tiers in Agencydesk provide a flexible framework for structuring how your agency charges for its services. Rather than applying a single rate card across your entire client base, Billing Tiers
- [Job Categories](https://help.agencydesk.io/company-settings/general/job-categories.md): Organise tasks and projects with Job Categories to improve workflow management and streamline reporting.
- [Global Tags](https://help.agencydesk.io/company-settings/general/global-tags.md): Create reusable colour-coded tags to organise and label Tasks across all Jobs. Global Tags help teams quickly identify status, type, or priority at a glance.
- [Users](https://help.agencydesk.io/company-settings/users.md): Invite your team, manage agency profiles and access, set internal cost rates and regular Working Hours, and update personal details and photos.
- [Departments](https://help.agencydesk.io/company-settings/departments.md): Set up Departments to organise workflows, allocate tasks, and manage costs, ensuring smooth integration with accounting.
- [Rate Card](https://help.agencydesk.io/company-settings/rate-card.md): Set and manage Task and Cost rates for all Billing Tiers in one place to ensure consistent, personalised pricing across your agency.
- [Task Types](https://help.agencydesk.io/company-settings/rate-card/task-types.md): Create and manage Task Types, including estimated times, rates, and default descriptions, to streamline team workflows and project planning.
- [Cost Types](https://help.agencydesk.io/company-settings/rate-card/cost-types.md): Define and manage Cost Types on your Rate Card. Set the default Supplier, pricing structure, cost price, and markup so every Cost added to a Job is priced correctly from the start.
- [Job Templates](https://help.agencydesk.io/company-settings/job-templates.md): Save a Job’s costing, timeline and Milestones as a Template, then choose the copy and activation options when creating a new Job.
- [Recurring Jobs](https://help.agencydesk.io/company-settings/recurring-jobs.md): Automate Recurring Jobs for retainers, weekly reporting cycles, and annual renewals. Set flexible recurrence patterns tailored to agency workflows.
- [Integrations](https://help.agencydesk.io/company-settings/integrations.md): Connect your team’s calendars and accounting software to Agencydesk. Sync Google Calendar or Microsoft 365 Calendar into the Resource Planner and My Desk, and sync Clients and Invoices with Xero.


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