Workspace and billing settings
Set firm details, billing defaults, rate rules, and display preferences.
- For:
- Workspace admins
- Updated:
- Aug 26, 2026
Open Settings
Open the account menu and select Settings. The page is shown only to users with workspace-management access.
Billing tab
| Control | What it does | Availability |
|---|---|---|
| Firm Setup | Sets the workspace and firm details used by billing workflows. | Workspace admins |
| Billing rate | Sets the workspace default professional-fee rate. | Workspace admins |
| Rate expression | Chooses whether rates are based on hours or points and sets the conversion. | Workspace admins |
| Minimum increment | Sets the smallest duration increment used by workspace calculations. | Workspace admins |
| Time display | Changes how durations are presented. | Workspace admins |
| Test calculator | Checks the current conversion and rounding settings before saving. | Workspace admins |
| Save Settings | Applies the current workspace defaults. | Workspace admins |
Codes, Lawyers, and Import tabs
Codes manages time and expense description codes. Lawyers manages invitations, roles, billing acronyms, and member removal. Import previews Clockify reports and lets you assign entries to firm profiles before saving.
Related guides
- Description codesSelect, add, and remove time or expense codes without leaving the work page.
- Members and invitationsInvite workspace members and maintain their role and billing acronym.
- Billing rates and performanceSet rate priority and review professional-fee performance.
- Import a Clockify reportExport the correct detailed report, preview it, and import it into a firm workspace.