Settings Reference¶

This page lists every choice that applies to your whole company, in one place. Most settings are on the pages of Settings; the job costing settings are on Job Costing Settings under Jobs & Costing, and payment terms and the chart of accounts are under Accounting. Each row gives the default a new company starts with, who can change the setting, and the page that explains it in full.

Who Can Change a Setting¶

The Who Can Change It column uses these short names:

In the Tables	Who That Is
Company Admin	Company Admins only. No other role can change it, not even a Custom user with Edit on Settings.
Settings Edit	Company Admins, and Custom users given Edit on Settings. Accountants, Viewers and Project Managers have no Settings access.
Accounting Edit	Company Admins, Accountants, and Custom users given Edit on Accounting.
Jobs & Costing Edit	Company Admins, Accountants, Project Managers, and Custom users given Edit on Jobs & Costing.
Structally	Set by Structally, not on any page of the company. See Set by Structally.

Users who can open a page but not change its settings see the values without the Edit and Save buttons. See Roles and Permissions and, for each Settings page, Who Can Open Each Page.

Company Details¶

Settings → Company Details (the page is headed Company & Invoice Details).

Setting	What It Does	Default	Who Can Change It	Page
Legal Name	The name printed at the top of every document and used as the sender name of emails sent through Structally. Up to 150 characters.	Empty: documents use the company name	Company Admin	Company Details
Phone	Printed in the company block of documents. Up to 40 characters.	Empty	Company Admin	Company Details
Email	Printed in the company block; receives replies to invoices sent through Structally and the test email.	Empty	Company Admin	Company Details
Address	Printed in the company block; also the Ship To of purchase orders and subcontracts when Ship To is Company Address or the job has no address. Up to 1,000 characters.	Empty	Company Admin	Company Details
Tax ID	Printed as Tax ID: and the value when Show Tax ID is on. Up to 40 characters.	Empty	Company Admin	Company Details
Date Format	How dates appear on screens: YYYY-MM-DD, MM/DD/YYYY or DD/MM/YYYY. Printed documents always spell the date out.	YYYY-MM-DD	Company Admin	Company Details
Time Zone	Decides which day is "today" (the date new forms start with, the latest possible Books Closed date) and how times are shown. Saving a new zone asks for confirmation.	Eastern (New York)	Company Admin	Company Details

The details apply at once to every document you print, download or email, including documents created earlier.

Document Design¶

Settings → Document Design. Each card has its own Edit and is saved on its own. The design applies to every document shown, printed or emailed from then on, old and new alike.

All Documents¶

Setting	What It Does	Default	Who Can Change It	Page
Company Logo	Printed at the top left of every document. PNG or JPG, up to 2 MB and 1600 by 600 pixels. Saved at once with Replace Logo; Remove takes it off.	No logo	Settings Edit	Document Design
Layout	Modern (with a colored bar across the top) or Classic.	Modern	Settings Edit	Document Design
Accent Color	The color of document titles, small headings and the column heading band: Slate Teal, Navy, Forest, Charcoal, Brick or Custom with a Custom Hex Color.	Slate Teal	Settings Edit	Document Design
Show Address and Phone	Prints the address, phone and email under the company name.	On	Settings Edit	Document Design
Show Tax ID	Prints the tax ID.	On	Settings Edit	Document Design
Footer Line	One line at the bottom of every document, up to 200 characters.	Empty	Settings Edit	Document Design

Invoices¶

These settings also apply to the PDF attached to an emailed invoice.

Setting	What It Does	Default	Who Can Change It	Page
Terms	Prints the invoice's payment terms beside the dates.	On	Settings Edit	Document Design
Your Reference	Prints the customer's reference beside the dates.	On	Settings Edit	Document Design
Quantity and Rate	Shows the Qty and Rate columns.	On	Settings Edit	Document Design
Item Name	Shows the product or service name before each line's description.	Off	Settings Edit	Document Design
Memo	Prints the invoice's memo.	Off	Settings Edit	Document Design
Payment Instructions (option)	Prints the payment instructions text under the thank-you line.	On	Settings Edit	Document Design
Thank-You Line	Printed in bold under the totals. Required, 1 to 200 characters.	Thank you for your business.	Settings Edit	Document Design
Payment Instructions (text)	How customers should pay you. Up to 1,000 characters.	Empty	Settings Edit	Document Design

Purchase Orders & Subcontracts¶

Setting	What It Does	Default	Who Can Change It	Page
Show Cost Codes	Adds the Cost Code column.	On	Settings Edit	Document Design
Show Quantity and Unit Price	Adds the Qty and Unit Price columns.	On	Settings Edit	Document Design
Show Signature Lines	Prints signature lines for your company and the vendor.	On	Settings Edit	Document Design
Show Terms	Prints the Standard Terms.	On	Settings Edit	Document Design
Acknowledgment Line	The sentence asking the vendor to acknowledge; "purchase order" prints as "subcontract" on subcontracts. Required, 1 to 200 characters.	Please acknowledge this purchase order.	Settings Edit	Document Design
Ship To	Job Address (your company address when the job has none), Company Address or Leave Blank.	Job Address	Settings Edit	Document Design
Standard Terms	Your standard conditions. Up to 2,000 characters.	Empty	Settings Edit	Document Design

Change Orders¶

Setting	What It Does	Default	Who Can Change It	Page
Show Signature Lines	Prints the Accepted by Customer and Approved by blocks.	On	Settings Edit	Document Design
Show Reason	Prints the change order's reason under its title.	On	Settings Edit	Document Design
Show Terms	Prints the Standard Terms.	Off	Settings Edit	Document Design
Agreement Line	The sentence printed under the totals. Required, 1 to 200 characters.	The contract sum is changed by this change order as shown above.	Settings Edit	Document Design
Standard Terms	Your standard conditions for change orders. Up to 2,000 characters.	Empty	Settings Edit	Document Design

Email Sending¶

Settings → Email Sending. These settings decide how invoice emails are sent and what they say at first; you can still change the wording of each email before you send it. Send Test Email needs the same access.

Setting	What It Does	Default	Who Can Change It	Page
Send Through Structally / Use Your SMTP Account	Sends invoices from Structally's mail service under your company's name, with replies going to the company email, or through your own mail server from your own address.	Send Through Structally	Settings Edit	Email Sending
SMTP Host	Your outgoing mail server. Required for your own account.	Empty	Settings Edit	Email Sending
Port	A number from 1 to 65535.	587	Settings Edit	Email Sending
Security	STARTTLS or TLS.	STARTTLS	Settings Edit	Email Sending
Username, Password	The mailbox sign-in. The saved password is never shown; leaving it blank keeps it.	Empty	Settings Edit	Email Sending
Sender Name, Sender Email	The name and address the email comes from with your own account. Sender Email is required for it.	Empty	Settings Edit	Email Sending
Default Subject	The subject every invoice email starts with, with placeholders such as {invoice_number}. Up to 200 characters.	Invoice {invoice_number} from {company}	Settings Edit	Email Sending
Default Message	The text every invoice email starts with, with the same placeholders.	Hi {customer}, Please find attached invoice {invoice_number} for {total}, due {due_date}. The remaining balance is {balance}. Thank you, {company}	Settings Edit	Email Sending

Books Closed¶

Settings → Books Closed: the Closed Through card, with Change Date (or Set a Date) and Reopen.

Setting	What It Does	Default	Who Can Change It	Page
Lock Date	The last day of the closed period. Nothing dated on or before it can be posted, reversed or voided, including opening balances and WIP schedules. It cannot be later than today in the company's time zone. Reopen clears it.	None: Open, No closed period	Settings Edit	Books Closed

Opening Balances¶

Settings → Opening Balances.

Setting	What It Does	Default	Who Can Change It	Page
Books Start	The first day of your books in Structally. The opening entry is dated the day before. Saved by the first posting of opening balances and fixed from then on.	Not set (Books start not set)	Settings Edit	Opening Balances
Description	The description of the opening entry. Up to 240 characters.	Opening balances	Settings Edit	Opening Balances

The Balancing Account shown on the page is not chosen there: it is the active account with the Opening Balance Equity role in the chart of accounts (see Chart of Accounts below).

Classes & Locations¶

Settings → Classes & Locations.

Setting	What It Does	Default	Who Can Change It	Page
Class Label	The word used for classes on document forms, on this page and in the Profit and Loss columns. Up to 30 characters.	Class	Company Admin	Classes & Locations
Location Label	The word used for locations in the same places. Up to 30 characters.	Location	Company Admin	Classes & Locations
Class values (Code, Name, Active)	The classes offered on each line of a document. A code cannot change once created; an inactive value is not offered on new documents but stays on old ones.	None in a new company	Company Admin	Classes & Locations
Location values (Code, Name, Active)	The locations offered once per document (and on each journal entry line).	None in a new company	Company Admin	Classes & Locations

Only Company Admins can add a value from the Class or Location picker on a document.

Users & Access¶

Settings → Users & Access. You cannot change your own access, and at least one active Company Admin must remain.

Setting	What It Does	Default	Who Can Change It	Page
Role (each user)	Company Admin, Accountant, Viewer, Project Manager or Custom: the user's access to each area. Applies from the user's next page.	Viewer, on Add User	Company Admin	Users & Access
Area levels of a Custom user (Edit Access)	No Access, View or Edit for each of the seven areas.	No Access in every area	Company Admin	Users & Access
Access status (Suspend, Reactivate, Remove)	Whether the user can open the company. Suspended and removed users free their seat; reactivating needs a free seat.	Pending until the user sets a password from the invitation; Active at once for someone who already has a Structally sign-in	Company Admin	Users & Access
Requested Limit (Request More Seats)	Asks Structally for a higher seat limit, above the current limit and at most 1000, with an optional Reason.	Not applicable	Company Admin asks; Structally decides	Users & Access

Import Data¶

Settings → Import Data. Templates can be downloaded with Settings View; checking, importing, canceling and undoing a file need Settings Edit.

Setting	What It Does	Default	Who Can Change It	Page
Create missing customers and vendors, if applicable.	Chosen for each file. When ticked, a customer or vendor name in a document file that is not found becomes a new customer or vendor when you import; when cleared, such rows are problems.	Ticked	Settings Edit	Import Data

Job Costing Settings¶

Jobs & Costing → Job Costing Settings. Anyone with access to Jobs & Costing can open the page; everyone except Company Admins sees the account, overrun, retainage and WIP cards read-only. The page appears only when Jobs & Costing is turned on for the company.

Cost Codes and Cost Types¶

Setting	What It Does	Default	Who Can Change It	Page
Cost codes (Code, Name)	The work categories you code job lines with.	None in a new company	Jobs & Costing Edit	Cost Codes and Cost Types
General (cost code)	Assigns the code to every job, including jobs created later; it cannot be unassigned.	Off	Jobs & Costing Edit	Cost Codes and Cost Types
Active (cost code or cost type)	Whether the code or type can be used on new lines.	On	Jobs & Costing Edit	Cost Codes and Cost Types
Cost types (Code, Name)	The kinds of cost within each code.	The seven standard types: LAB, BUR, MAT, SUB, EQP, OVH and OTH	Jobs & Costing Edit	Cost Codes and Cost Types
Counts Toward Progress	No leaves the type's costs out of percent complete on WIP schedules and lists them there as uninstalled materials.	Yes	Jobs & Costing Edit	Cost Codes and Cost Types
Uninstalled Default	The treatment those costs start with on a WIP schedule: Deferred or Revenue at Cost.	Deferred	Jobs & Costing Edit	Cost Codes and Cost Types
WIP Group	A label, Labor and Subcontract or Material and Other; not used in any calculation or report.	As in the standard types table	Jobs & Costing Edit	Cost Codes and Cost Types
Sort Order	The order of the types in lists, lowest first.	10 to 70 for the standard types	Jobs & Costing Edit	Cost Codes and Cost Types

Job Cost Accounts, Overruns, Retainage and WIP¶

Setting	What It Does	Default	Who Can Change It	Page
Eligibility (each account)	Direct Cost: lines can carry a job, cost code and cost type and count as job cost. Revenue: lines can carry a job and count as job revenue. Excluded: no job coding. Applies to new postings only.	From the account's role: direct cost and expense accounts Direct Cost, income accounts Revenue, all others Excluded	Company Admin	Job Costing Settings
Coding (each account)	Required makes a job mandatory on every line of a Direct Cost account; Optional does not.	Optional	Company Admin	Job Costing Settings
Commitment Overruns	What happens when a bill line goes over its commitment line: Warn posts it and records the overrun; Block refuses it unless a Company Admin or Accountant gives an Override Reason.	Warn	Company Admin	Job Costing Settings
Subcontracts (Default Retainage)	The retainage percentage a new subcontract starts with. 0 to 100, two decimals.	10.00%	Company Admin	Job Costing Settings
Purchase Orders (Default Retainage)	The retainage percentage a new purchase order starts with.	0.00%	Company Admin	Job Costing Settings
Customer Invoices (Default Retainage)	The Billing Retainage a new job starts with, used by its pay applications and invoice lines.	10.00%	Company Admin	Job Costing Settings
Retainage Payable Account	The liability account for retainage held on bills; bills can hold retainage only once it exists. Create Account creates it with the first free code from 2020 to 2099.	None in a new company	Company Admin	Job Costing Settings
Retainage Receivable Account	The asset account for retainage held on invoices; invoices can hold retainage, and pay applications that hold it can be accepted, only once it exists. Create Account uses the first free code from 1110 to 1199.	None in a new company	Company Admin	Job Costing Settings
WIP Accounts	The seven accounts WIP schedules post to. Create Accounts creates every missing one with the first free code in its range. A WIP schedule cannot be posted until they exist.	None in a new company	Company Admin	Job Costing Settings

A change to a default retainage percentage affects only subcontracts, purchase orders and jobs created afterwards. Each job keeps its own Billing Retainage and each commitment its own Retainage, which anyone with Jobs & Costing Edit can change on the job or commitment (see Retainage).

Payment Terms¶

Accounting → Terms. Terms can also be added from the Terms field of a bill, invoice, vendor or customer with + Add New.

Setting	What It Does	Default	Who Can Change It	Page
Terms (Name, Days)	The terms offered on bills, invoices, vendors and customers. The due date is the document date plus the Days, from 0 to 365.	None in a new company	Accounting Edit	Payment Terms
Company Default	The terms new bills and invoices start with. Only one at a time; ticking it on one clears it from the others.	None: new bills and invoices start with No Terms	Accounting Edit	Payment Terms
Active	Inactive terms are not offered on new documents and cannot be the company default. Terms cannot be deleted.	On	Accounting Edit	Payment Terms

Changing Days does not change the due date of bills and invoices already entered.

Chart of Accounts¶

Accounting → Chart of Accounts. The chart has no company-wide switches, but these choices on its accounts affect how Structally posts.

Setting	What It Does	Default	Who Can Change It	Page
Accounts (Code, Name, Role)	The accounts every transaction posts to. The role decides the statement section, the balance type and which screens may post to the account. The code and role cannot change after the account is created; the name can.	The standard chart of 42 accounts, or only the six section headings when Structally sets the company up for your own chart	Accounting Edit	Creating and Editing Accounts
Parent Account	Places the account under another as a sub-account, at most five levels deep and in the same statement group.	None	Accounting Edit	The Chart of Accounts
Deactivate / Reactivate	An inactive account is not offered for new entries; existing postings and reports keep it.	Active	Accounting Edit	Creating and Editing Accounts
Accounts Structally finds by role	Bills post to the one active Payable account, invoices to the one active Receivable account, opening balances to the Opening Balance Equity account, retainage to the Retainage Payable and Retainage Receivable accounts. With none, or two, active for a role, posting is refused; there is no screen for marking a default.	In the standard chart: 2010 Accounts Payable, 1100 Accounts Receivable and 3900 Opening Balance Equity	Accounting Edit	The Chart of Accounts

Which accounts carry job coding is not set here but in Job Costing Settings.

Set by Structally¶

These belong to your company but are set by Structally, not on any page of the company.

Setting	What It Does	Default	Who Can Change It	Page
Company name	The name in the company chooser and at the top of the navigation, and on documents when no Legal Name is entered.	Chosen when the company is created	Structally, when it creates the company	Company Details
Fiscal year start	The first month of your fiscal year. It sets the year in document numbers, the This Fiscal Year figures and the split between Net Income and Retained Earnings.	January, unless another month is chosen when the company is created	Structally, when it creates the company	How Structally Records Transactions
Jobs & Costing module	Turns on the Jobs & Costing area, the Job Costing switch on documents and the job costing imports. When it is off, the navigation shows Jobs & Costing with a padlock; turning it off deletes nothing.	On for a new company	Structally	Jobs & Costing
Seat limit	How many Active and Pending users the company can have.	Set when the company is created	Structally, for example after a Request More Seats request	Users & Access
File storage limit	How much space the company's attachments and logo can use together. When it would be exceeded, a new attachment is refused with Storage limit reached (1.0 of 1.0 GB used). Remove files or ask Structally support to raise the limit. (with your company's figures).	1 GB	Structally	Finding Your Way Around

Choices Each User Makes¶

These are not company settings: each user sets them for themselves, and they do not change what anyone else sees.

Choice	Where	What It Does	Page
Remember Me	Log In page	Keeps your email address on this browser for one year.	Signing In
Hide Navigation	The arrow at the edge of the navigation	Shrinks the navigation to a rail of icons; the browser remembers the choice.	Finding Your Way Around
Column widths	Drag a line heading on a form; Reset Column Widths restores them	Saved for each kind of form and used in every company you work in.	Finding Your Way Around
Remembered filters	Audit Log and Users & Access	The filters you last used, kept for each company.	Finding Your Way Around