#settings #setup #users #tags #fringes #configuration Organization settings in PAI provide administrative control over your account, company information, project defaults, and system-wide configurations. These settings establish the foundation for how PAI functions across your organization. ## Company Settings > [!info] Name > Define your organization's name that appears on estimate print views > [!info] Logo > Add your company logo for documents - PNG 400x400 Ideal. Logo appears on business documents, specifically printed estimates > [!info] Address & Unit > Add your business's primary address. This address appears in the "From" section on estimates and in the "To" section on vendor invoices. > [!info] EIN > For use on business documents where you want to show your companies employment Identification Number > [!abstract] Custom Job Codes > This enables the use for Job Codes within your PAI workspace. You can review [[Reference Numbers & Job Codes]] to learn more about Job Codes and their usecases > [!abstract] Estimate Number Prefix & Project Number Prefix > This setting allows you to customize your reference number prefix for estimates and projects that receive automated reference numbers from PAI. The default Value is "E" for estimates, and "P" for projects > [!abstract] Approved Invoice Email > When enabled, PAI will automatically forward a copy of each approved invoice (as a PDF attachment) to your designated email address. This helps streamline handoff between PAI's approval workflow and your external billing or payment processing system. > - Currently, the feature sends emails automatically to the designated email address when an invoice or time card is marked as "Approved" in PAI's [[Accounts Payable]] Module. ## Plan & Billing > [!info] Manage Billing > You can manage your PAI subscription and billing plan via our third-party provider here. ## Project Defaults These settings manage default the project properties when creating new projects. You can also add default Estimate Project Scope and Billing Notes templates to reduce the need to enter this information for new [[Projects & Estimates]]. > [!abstract] Markup % > This controls the standard markup applied to the "Production Fee" fringe that spawns on new Estimates. This applies a percentage based markup to the external cost of line items. > [!abstract] Minimum Hours > Define the standard minimum hours for day-based line items in estimates > [!abstract] Project Scope > Standardized language describing scope of work. This will Automatically populate in new project scope fields, and is externalized when estimates are printed > [!abstract] Billing Notes > Standard payment terms and billing policies. This will Automatically populate in new project Billing Notes Fields, and is externalized when estimates are printed > [!abstract] Billing Notes > Standard internal guidance for project teams and can be used to provided consistent operational direction to project managers, but is typically left blank. This will Automatically populate in new project Internal Overview Fields. These are never externalized. > > [!tip] Template customization > Create detailed templates that cover your organization's standard practices, but keep them modular enough that project managers can easily customize them for specific client needs. ## Vendor Portal Config (Vendor APP) > [!abstract] Company Notes > - **Purpose**: Provide essential employer information for vendor billing > - **Content**: Include your organization's EIN number, legal business name, tax address, and other required billing details, Payment terms, approval workflow, and processing timeline > - **Visibility**: Only vendors with accepted connections can view this information > - **Management**: Administrators can update this information as company policies change ## Tags Create and manage all tags here. We have a dedicated [[Tags]] Guide. ## Webhooks Webhooks are a powerful notification and automation system that you can use in PAI. We provide dedicated [[WebHooks]] guide. ## Users Create, Manage, and Revoke Workspace Access to users. We have a dedicated [[User Permissions & Sharing]] guide. ## Rate Card Manage your Rate Card(s) in PAI here, we have a dedicated [[Rate Card]] guide. ## Fringes Manage your Org's defualt fringes here, we have a dedicated [[Default Fringes]] guide. ## Related Topics - [[User Permissions & Sharing]] - [[Default Fringes]] - [[Vendor Portal]] © 2025 PAI Tech, Inc. [paihq.com](https://www.paihq.com/)