Company account settings
TL;DR: Company account settings let you configure your firm's profile, subscription plan, security, working-hour agreements, budgeting, and task/client/calendar preferences. These settings apply to all clients, tasks, and templates under the company.
Who can do this
You need administrator or owner permissions to modify company account settings.
Some settings (e.g., company settings lock) can be restricted to the owner only.
One user can manage multiple business accounts (e.g., separate branches in different cities).
Accessing company account settings
Open the Settings menu.
Select the business account whose settings you want to change from the company selector.
Click the company name to open the company overview.
Company Overview
The company overview displays key company details across several tabs:
Country
Time zone
Company language
Registration details
Editing company details
Click Edit Company.
Enter or update the required information.
Add a company logo by clicking Add Logo.
Set the language and time zone for using Uku.
Click Save to apply your changes.
Important: Always save your changes before navigating away. Unsaved edits will be lost.
Subscription and Plan Details
The subscription tab shows:
The current subscription plan
Whether the plan is billed monthly or annually
The number of employees using Uku
The validity period of the subscription
To change the plan or add users, click Change Plan.
Invoices and Calendar
Invoices
On the Invoices tab:
Invoices for the Uku subscription are generated automatically.
Each invoice can be downloaded separately in PDF format.
Calendar
On the Calendar tab:
You can add company-wide events.
Added events will appear in the calendars of all employees.
Security
On the Security tab, you can define login methods:
Email and password
Google, Microsoft, or Xero account authentication
To change the login method:
Enable the relevant option on the Security tab.
Connect the account.
Agreements
Users can see their current Flextime agreement under their profile. The Flextime agreement shows the expected number of working hours per week or month. Read more about Flextime.
By default, users are assigned the company-wide agreement. Administrators can modify agreements for individual users.
The working hours agreement includes:
Start and end dates of the agreement
Expected office hours
To apply a special agreement (e.g., part-time work on specific dates), select Customize and enter the agreed working hours and dates.
Note: To change an individual employee's agreement, do so from their personal profile, not from the company settings.
Budgeting and Employee Costing
If the company uses the Budgeting feature, you can define:
The default sales price and cost price for employees.
Hours spent are multiplied by the respective sales price when managing the budget.
Actual costs and profits can be tracked.
Settings
Task settings
Disable Uku's task templates: Hides Uku's built-in plans and shows only your company's plans.
Set the estimation as the time, if the exact value is not entered: When time tracking is forgotten for a task, the estimated time is used as the recorded time.
Checklist must be completed to finish the task: Tasks with checklists can only be marked as done when all checklist items are ticked off.
Disable topic management for members: Prevents non-admin members from creating topics. Employees must choose from topics already added by administrators.
Disable time edit for members: Restricts employees to using the stopwatch only; they cannot modify time entries afterward.
Allow time entries in future: Allows members to add end times for events that have not yet finished.
Show all dependent tasks in the calendar: When enabled, users see all tasks. When disabled, dependent tasks only appear after the preceding task in the sequence is completed.
Show only personal time entries for member: When enabled, employees see only their own time entries under Reports > Time. Administrators can still view all users' time entries.
Lock time entries: Locks time entries for non-admin users. Choose between weekly (every Sunday at 23:59) or monthly (last day of the month at 23:59).
Client settings
Disable adding new clients for members: Only administrators can create new client profiles, preventing duplicates and ensuring profiles are filled in correctly.
Only administrators can edit documents: Prevents non-admin users from editing documents, maintaining uniformity and avoiding accidental overwrites.
Allow digitization of client documents: When enabled, a Digitization of client document field and a digitization email appear on the client card. Read about digitization here.
Owner settings
Disable editing company settings for members: Only the owner can change company settings. Without this, administrators can also modify them.
Disable personal clients for members: Members cannot add clients under their personal accounts, and tasks/time entries from personal accounts are hidden.
Calendar settings
Show members' birthdays in the Calendar
Show contact birthdays in the Calendar
Settings configured under the company account apply to all clients, tasks, and templates created under that company.
Related App settings
In addition to the general company settings, configure the apps you use:
Anti-money laundering settings
Troubleshooting
Cannot access or edit company settings: The owner may have enabled Disable editing company settings for members. Contact the account owner to make changes or have this restriction removed.
Employee time entries are not visible in reports: Check whether Show only personal time entries for member is enabled. When active, non-admin users can only see their own entries.
Tasks cannot be marked as done: If Checklist must be completed to finish the task is enabled, all checklist items must be ticked before the task can be completed.
Budgeting options are not showing: The Budgeting feature is only available in the Elite package. Verify your subscription plan under the Subscription and Plan Details tab.