Features Features / Administration & analyticsCompany settings

Configure it to fit how you work.

Configure the platform to match how your company works.

Company & master data
Company logos
Templates
Finance & invoicing
Account groups
Payment terms
Projects & tasks
System
Folder structure

Why it helps

EngiiCore is highly configurable, and company settings is where an owner shapes it to the firm — master data, sales and invoicing rules, projects and tasks, time and calendar, integrations and notifications — so the platform matches how the company actually runs rather than forcing a change of process.

Shape the platform to your firm, not the other way round.

How EngiiCore does it

  • Sections for company & master data, employees, sales & offers, finance & invoicing, projects & tasks, and time & calendar.
  • Integration settings (SharePoint, Microsoft Graph) and system administration (logs, notifications).
  • Owner-gated, so configuration stays in the right hands.

Good to know

Part of the Owner licence.

Founding Member

See it on your own data.

We're welcoming a limited number of firms as Founding Members — help shape the product and get a direct line to the team building it.

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