Guide
Set up your organization
Your logo, tax identity, invoice numbering, and the formats your whole team shares, all set in one place.
Before you start
- You need the Admin role. Organization settings are admin-only.
- Find them under Settings, in Organization.
Settings › Organization: profile, tax, numbering, and formats.
Your profile and tax identity
Add your logo
In Organization Profile, drop a PNG, JPG, or SVG onto the logo area, or click Change to pick one. Crop it, then Crop & Upload. Your logo shows in the sidebar and on invoice PDFs.
Fill in the details
Set your Organization Name and an optional shorter Sidebar Display Name, then your address. Pick your Country first; the City field unlocks once a country is chosen.
Enter your Tax ID / VAT Number
WorkWiser checks the format for your country and shows the expected pattern as a hint. If it does not match, you will see a message telling you the format to use. Then click Save Profile.
Invoice numbering and the deliverable label
Invoice prefix
The text in front of every invoice number, for example INV before INV-2026-0001. Set it under Billing & Invoicing.
Sequence reset
Choose Reset yearly to start the count over each year, or Never reset to keep one unbroken run.
Tax defaults
Set a Default tax rate, a Tax label printed on invoices (VAT, KDV, GST), and a default Tax exemption reason for zero-rated lines.
Deliverable label
Call deliverables whatever your team calls them. Change the Deliverable label under General and the new word is used across the app.
Organization-wide formats
Money and numbers
Under Billing & Invoicing, pick your Currency, your Number format (European 1.234,56 or International 1,234.56), and your Invoice language.
Time and dates
Under Time Tracking, set your Time format, the day your Week starts on, and your Timezone. Choose how time is entered and how invoices round it: the Billing rounding increment, the Billing rounding unit (round each entry, per person and project, each line, or the whole invoice), and the Time picker snapping used by the calendar and pickers.
Good to know
The profile saves when you click Save Profile. The other settings save on their own the moment you change them, so there is no separate save button.
These formats and this profile are organization-wide. Everyone sees the same currency, dates, numbers, and labels, and they flow onto your invoices and PDFs.
The City field suggests cities for the country you picked, and a city you add that is not on the list is remembered for your organization. The same list turns up wherever you set a city, here and on your projects, so your team keeps spelling the same places the same way.
Ready to see it on your own work?
WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.