Company Settings
Where to find it: Settings > Company
Company Settings is where you configure the financial parameters and system-wide settings that affect how Cherp calculates profitability, categorizes expenses, and runs the business.
This page is only visible to managers (Admin and PM roles).
Financial Parameters
These settings control how Cherp handles financial calculations across the system:
- Default billing rates — Standard rates used when projects don’t specify their own
- Overhead and markup factors — Used in profitability calculations to account for costs beyond direct labor
- Fiscal year settings — When your financial year starts and ends
Getting these right is important because they feed into project profitability reports, the forecast, and financial dashboards.
Expense Categories
Expense categories organize costs across your projects. You can create, edit, and reorder categories to match how Cooper House tracks spending.
Common categories might include:
- Travel
- Software & Tools
- Printing & Production
- Subcontractors
- Materials
These categories appear as options throughout Cherp whenever you’re categorizing an expense.
Profitability Calculation Settings
Cherp calculates project profitability by comparing revenue against costs. The Company Settings page lets you configure how those calculations work:
- Which cost types to include — Direct labor, expenses, overhead allocation
- How overhead is distributed — Whether it’s spread across projects or tracked separately
- Margin thresholds — What counts as “healthy” vs. “at risk” for profitability indicators
These settings affect the profitability numbers you see on project detail pages and financial reports.
General Configuration
Additional system-wide settings that apply across Cherp:
- Company name and branding — How Cooper House appears in reports and exports
- Default values — System-wide defaults for common fields
- Integration settings — Configuration for connected services like QuickBooks
When to Update These Settings
Most company settings are “set it and forget it” — you configure them once and rarely change them. You’ll typically revisit this page when:
- Billing rates change
- You add a new expense category
- You want to adjust how profitability is calculated
- A new fiscal year begins