--- title: Firms keywords: firms, firm settings, invoicing setup, bank accounts, office hours, firm configuration, company details, invoice numbering, payment terms summary: Comprehensive guide to managing firms in Manor, including firm information, invoicing setup, bank accounts, office hours, payroll settings, and other firm-specific configurations. url: /management/firm --- # Firms The Firms feature allows you to manage organizational entities within Manor, each with its own settings for invoicing, banking, office hours, and operational configurations. Firms represent the companies or legal entities from which work is billed to clients. ## Why Firms Matter Managing firms effectively helps you: - **Organize legal entities** — Represent separate companies or business units - **Configure invoicing** — Set up invoice numbering, payment terms, and delivery methods per firm - **Manage banking** — Link bank accounts for different currencies used in invoicing - **Standardize settings** — Apply consistent office hours, time settings, and invoicing policies - **Control branding** — Set company logos and invoicing layouts - **Track hierarchies** — Organize departments within firms for reporting and resource management ## Accessing Firms To access the Firms section: 1. Navigate to **Management** from the main menu. 2. Click **Firms**. The Firms page displays a list of all firms in your organization with basic information including whether the firm is the default one, name, units (departments), phone number, email, national ID, VAT number, and address. ## Creating a Firm 1. Navigate to **Management** in the sidebar and click **Firms**. 2. Click **New firm**. 3. In the **New firm** dialog, fill in the fields: - **Details** — **Name** and **Email** are required. Optionally add **Phone number**, **National ID**, and **VAT number**. - **Localization** — select the required **Language**, **Preferred currency**, and **Holiday calendar**, and optionally a **Default VAT rate**. - **Address** — select a **Country**, then enter **Address**, **Address line 2**, and **Postal code**. - **Managers** — optionally choose **Firm managers**. These users are treated as managers for the firm's top-level departments and their descendants wherever manager-based access and approvals are used. 4. Click **Save**. The new firm appears in the Firms list. Open it to configure its settings (see below). ![New firm dialog](../screenshots/firms-new-firm-dialog.png) ## Viewing Firm Settings To view and configure a firm's settings: 1. On the Firms page, click on the firm's row or name. 2. The firm settings page displays all configuration sections organized by category. The settings page opens with the firm's name as the page title and the breadcrumb **Management / Firms / Firm name**. It is divided into two areas: - **Firm details** (left) — the firm's identity, logo, and bank accounts. - **Settings sections** (right) — a series of cards, each showing the current values for a group of settings together with an **Edit** button. ![Firm settings page](../screenshots/firm-settings-page.png) The **Firm** card has an **Edit firm** button; the **Company logo** and every settings card have an **Edit** button. Selecting one of these buttons opens the corresponding settings form in a dialog on top of the settings page. After you save, the dialog closes and the card shows the updated values. ## Firm Configuration Sections ### Firm Information View and edit basic firm details: - **Name** — Legal firm name - **National ID** — Tax or registration ID - **VAT number** — VAT registration number - **Phone number** — Main contact number - **Email** — Main contact email - **Default VAT rate** — Default VAT rate for the firm's invoices - **Address** — Business address - **Holiday calendar** — Default holidays for the firm - **Language** — Default language setting - **Preferred currency** — Default currency - **Firm managers** — Users treated as managers for the firm's top-level departments and their descendants wherever manager-based access and approvals are used ### Company Logo Upload and manage the firm's logo that appears on invoices and documents. Click **Edit** to upload or change the logo. ### Bank Accounts Configure bank account details for each currency used in invoicing: - **Domestic account** — Bank details for the primary currency - **International accounts** — IBAN and SWIFT details for other currencies The bank account for each currency is displayed on sales invoices in the matching currency. See [Bank Accounts](bank-accounts.md) for details. ### Invoicing Setup Configure how invoices are generated, numbered, and delivered: **Invoicing integration** — Select the invoicing software for the firm, or **Manor invoicing** to use Manor's built-in invoicing **Billing exchange rate policy** — Choose how exchange rates are calculated **Show retainer contract ID on invoices** — Include retainer IDs for audit purposes **Require an internal note for credit invoices** — Require users to enter an internal note when creating a credit invoice **Invoice dating back in time** — Allow invoices to be dated up to a specified number of days in the past **Days before month end to default to last day of month** — Number of days before the end of the month during which the invoice date defaults to the last day of the month **Days in month start to default to previous month end** — Number of days at the start of the month during which the invoice date defaults to the last day of the previous month **Default invoice date when rules don't apply** — When other rules don't apply, use the specified default **Invoice comment** — Default text added to all invoices from this firm **Due date policy** — Define when invoice due dates are calculated **Grace period** — Number of days clients have to pay invoices **Grace period type** — Whether the grace period is counted from the invoice date or another date ### Manor Invoicing Configure invoice numbering and delivery for Manor's built-in invoicing: **Prefix** — Add a prefix to invoice numbers (e.g., SR-0001234) **Next invoice number** — Starting number for sequential invoice numbering **Invoice delivery** — Manual (users download a PDF to send to the client) or automatic electronic delivery ### Expanded Invoices Configure how detailed invoices appear: **Show user initials on work reports and expanded invoices** — Display employee initials from their profile on work reports and expanded invoices **Invoice layout** — Choose between different invoice formats (e.g., "Expanded: one line for each rate") ### Time Settings Configure time entry and billable hour rules: **Minimum billable hours** — Entries shorter than this duration are rounded up to this value (Users can override this when needed) ### Expense Settings Configure how expenses are handled: **Discount/surcharge** — Apply a firm-wide discount or surcharge to all expenses **VAT on expenses** — Pass through the expense's VAT rate or bill with firm's default rate ### Office Hours Set the firm's standard business hours: **Office hours start** — Beginning of the workday (e.g., 08:00) **Office hours end** — End of the workday (e.g., 18:00) **Timezone** — The firm's timezone for scheduling and time zone conversions ### Calendar Working Time Configure working hours displayed on calendar views: **Start of day** — Time when the work day begins on calendars **End of day** — Time when the work day ends on calendars For how these values combine with the firm's office hours, the company- and user-level **Daily target**, and payroll working hours to define the length of the workday, see [Workday Length](workday-length.md). ### Transaction Fee Configure transaction fees charged on invoices: **Amount** — Transaction fee in the firm's currency **Product number** — The product code for this fee ### Payroll Settings Configure payroll periods and accounting (if payroll module is enabled): **Payroll period** — First and last days of the payroll period **Daily working hours** — Standard working hours per day **Paid leave, sick leave, vacation projects** — Projects that track leave time **Flextime settings** — Deposits and withdrawals of flexible work hours **Leave accounts** — Payroll account numbers for different leave types See [Firm Payroll Settings](firm-payroll-settings.md) for details, and [Workday Length](workday-length.md) for how the working hours settings fit together. ### Internal Settlement Configure how internal settlements between departments or firms are handled. **Owner of settlement projects** — The user who is the default owner of internal settlement projects. ### Firm Project Settings Set firm-wide project defaults: **Suggest closing project** — After this many days of inactivity, suggest closing the project ### User Settings Configure firm-level user requirements: **Require national ID in user form** — Require a national ID when creating or editing user accounts ### Business Central client and invoice sync Configure the connection to Microsoft Dynamics 365 Business Central (if applicable): **OAuth authentication** — Connect Manor to Business Central using OAuth ### Microsoft graph settings for app-only authentication Credentials for app-only authentication against Microsoft Graph: **Tenant ID** — The Tenant ID of your Azure application **Client ID** — The Client ID of your Azure application **Client secret** — The Client secret of your Azure application ### Hierarchy Settings Customize the terminology for organizational levels: **Term for level 1 units** — Name for the first organizational level (default: Department) **Term for level 2 units** — Name for the second organizational level **Term for level 3 units** — Name for the third organizational level **Term for level 4 units** — Name for the fourth organizational level ### Retention Policies Configure how long temporary data is kept: **Retention of beats** — How long beats (time suggestions generated from an action by the user within Manor or in an integrated application or data source) are kept before they are permanently deleted. Deleting beats has no effect on other data within Manor. ## Best Practices **Keep Firm Details Current** Update firm information regularly, especially VAT numbers, phone numbers, and addresses to ensure accurate invoices and customer communication. **Configure Office Hours Accurately** Set office hours that reflect actual business operations so that calendar views and time tracking displays are meaningful for employees. **Use Correct Exchange Rate Policies** Choose an exchange rate policy that matches your billing practices (same-day rates vs. historical rates) to ensure consistent pricing. **Test Invoice Settings** Before going live with invoicing, create a test invoice to verify numbering, layout, and payment terms are correct. **Organize Bank Accounts by Currency** For multi-currency operations, ensure each currency has a corresponding bank account so invoices display the correct banking details. **Set Appropriate Minimum Billable Hours** Configure this to match your billing granularity (e.g., 0.25 hours for 15-minute increments) but ensure it doesn't artificially inflate billable hours. **Review Payroll Settings** If using payroll features, carefully configure leave projects and account mappings to ensure accurate payroll processing. **Maintain Hierarchy Terminology** Use consistent and clear language for organizational levels so employees understand the firm's structure. ## Related Documentation - [Bank Accounts](bank-accounts.md) — Configuring bank accounts for each currency - [Workday Length](workday-length.md) — Configuring daily working hours and how they affect calendars and time entry - [Firm Payroll Settings](firm-payroll-settings.md) — Payroll periods, working hours, flextime and account mappings - [Global Settings](global-settings.md) — Organization-wide settings including the Daily target - [Hierarchy](hierarchy.md) — Organizational units and reporting structure