Product / Knowledge Base / 16. Settings Reference (Every Field)

16. Settings Reference (Every Field)

User & Administration Guide — Version 1.0.18.0

Guide summary

Complete field-by-field reference for all 12 settings tabs, including defaults, storage location, and save behavior.

On this page

16.1 Storage Overview

AppSettings column Settings tab
GeneralSettingsJson General
AppearanceSettingsJson Appearance
DashboardName, DashboardDynamicNaming Dashboard (top-level columns)
TimeTrackingSettingsJson Time tracking
WorkflowSettingsJson Workflows + Email integration
ExpenseSettingsJson Expenses & billing (expenses section)
BillingSettingsJson Expenses & billing (billing section)
FormSettingsJson No UI — reserved for future form customization
NavigationSettingsJson No UI — reserved for future nav customization
ProvisioningVersion Set automatically by provisioning
SampleDataSeeded Hidden — set when sample seed succeeds

Currency, date format, time format, and timezone follow SharePoint site regional settings (not configurable in the app).

16.2 General

Path: Settings → General. Section: General. Saved with Save settings.

Field UI label Type Default Description
appName App display name Text (required) Time & Billing Hub App title in shell, invoices, and emails
companyName Company name Text (empty) Company identity on invoices and emails
supportEmail Support email Email (empty) Shown in Settings → Help → Support
companyAddress Company address Textarea (empty) Multi-line address shown on invoice PDFs under company name
enableSampleData Enable sample data on setup Toggle Off Pre-checks Add sample data in the setup wizard
fiscalYearStartMonth (no UI) Number 1 (January) Stored in JSON but not exposed in settings UI

16.3 Appearance

Path: Settings → Appearance. Section: General. Saved with Save settings.

Theme mode

Field UI label Options Default
themeMode Default theme Light, Dark, System default Light

Each user can override light/dark from the top-bar theme toggle; that choice is saved on their device.

Color scheme

Field UI label Options Default
colorScheme Color swatches Blue, Green, Purple, Teal, Indigo, Orange, Rose, Slate, Custom Blue
customBrandColor Custom brand color Color picker (when Custom) #2563eb

Top navigation bar

Field UI label Type Default Notes
hideAppTopBar Remove top bar (actions in content) Switch Off Always on in Microsoft Teams
enableTopNavColor Use custom top bar color Switch Off Shows color pickers when on
topBarColor Top bar background Color #2563eb When custom top bar enabled
topNavFontColor Top bar text Color #ffffff When custom top bar enabled

Primary action button (Enter time / New expense)

Field UI label Default
topNavCtaBackground Button background #fbbf24
topNavCtaText Button text #0f172a
topNavCtaBorder Button border #d97706

Use Reset primary button colors to default to restore factory colors.

Field UI label Type Default
enableSidebarColor Use custom sidebar colors Switch Off
sidebarColor Sidebar background Color #f5f5f5
sidebarFontColor Sidebar text Color #242424

Layout and typography

Field UI label Type Default Notes
hideSharePointPageBar Hide SharePoint page header and toolbar Switch Off Not shown in Teams
hideSharePointTopBar Hide SharePoint top toolbar (M365 bar) Switch Off Shows profile in app header when on
hideSharePointLeftNav Hide SharePoint left navigation Switch On Hides SP chrome beside app
fontSize Base font size Dropdown Medium Small / Medium / Large
roundedCorners Rounded corners Switch On Softer UI corners
compactMode Compact mode Switch Off Denser spacing

16.4 Dashboard

Path: Settings → Dashboard. Section: General. Saved with Save settings.

Field UI label Type Default Description
DashboardName Dashboard name Text Time & Billing Hub Custom dashboard label; blank uses app display name
DashboardDynamicNaming Dynamic dashboard naming Switch (Yes/No) Yes Appends client/project name when portfolio filters are active

16.5 Time Tracking

Path: Settings → Time tracking. Section: Operations. Saved with Save settings.

Field UI label Type Default Description
periodType Default pay period type Dropdown Weekly Weekly / Bi-weekly / Monthly
weekStartDay Week starts on Dropdown Monday (1) 0=Sunday through 6=Saturday
minDailyHours Minimum daily hours Number 0 Validation floor per day
maxDailyHours Maximum daily hours Number 24 Validation ceiling per day
roundingIncrement Rounding increment (hours) Number 0.25 Time entry rounding step
allowFutureEntries Allow future time entries Toggle Off Permit hours after today
requireNotes Require notes on time entries Toggle Off Note required on save
lockPastPeriods Lock past pay periods Toggle On Block edits to closed periods

16.6 Workflows

Path: Settings → Workflows. Section: Operations. Saved with Save settings.

Field UI label Type Default Description
approvalRequired Approval required Toggle On Timesheets and expenses need approval
approverSource Approver source Dropdown Employee manager and project approver Also: employee manager only, project approver only
rejectionReasonRequired Rejection reason required Toggle On Required when rejecting submissions
autoApproveDays Auto-approve after days (optional) Number (blank) Leave blank to disable; intended for Power Automate flows

16.7 Email Integration

Path: Settings → Email integration. Stored in WorkflowSettingsJson. Saved with Save settings at the bottom of Settings.

Only the selected delivery channel is used — there is no automatic fallback between providers.

Mode UI label Default App sends email? Setup
chronodatApi Chronodat Mail API Yes (default) Yes Active Chronodat subscription for tenant
graph Microsoft Graph — Yes Approve Mail.Send in SharePoint Admin → API access; sends from signed-in user mailbox
powerAutomate Power Automate — No Build your own flows; app does not send email in this mode

Mode-specific fields

Field UI label When shown Default Description
notificationMailbox Notification mailbox (Power Automate) Power Automate mode (empty) Reference mailbox for your flows; grant Send As
siteUrl SharePoint site URL (for flow setup) Power Automate mode Read-only Current site URL for flow connections

Status panels show Chronodat subscription reachability, Graph Mail.Send approval status, or Power Automate setup warnings with Recheck buttons.

16.8 Email Templates

Path: Settings → Email templates. Data source: EmailTemplates SharePoint list. Self-save per template with Save template.

UI field Description
Template Dropdown of EmailTemplates list items
Used for Template type label (invoice, reminder, approval, etc.)
Email subject Required; supports {VariableName} placeholders
Email body (HTML) Required; simple HTML (<p>, <strong>, <br>)
Available placeholders Chips per template type
Preview with sample data Rendered subject and HTML preview
Save template Writes subject and bodyHtml to the list item

Seeded templates

Title TemplateType Default subject pattern
Default Invoice Email invoice Invoice {InvoiceNumber} from {CompanyName}
Timesheet Reminder reminder Reminder: submit your timesheet for {PeriodTitle}
Timesheet Approved approval Timesheet approved — {PeriodTitle}
Timesheet Submitted submission Timesheet submitted — {PeriodTitle}
Timesheet Rejected rejection Timesheet rejected — {PeriodTitle}
PTO Request Update pto PTO request {Status}

Placeholders by template type

Type Variables
invoice ClientName, InvoiceNumber, CompanyName, Total, Currency, DueDate, Subtotal, TaxAmount
reminder EmployeeName, PeriodTitle, DueDate, CompanyName
approval EmployeeName, PeriodTitle, CompanyName
rejection EmployeeName, PeriodTitle, RejectionReason, CompanyName
submission EmployeeName, PeriodTitle, CompanyName
pto EmployeeName, Status, CompanyName

Email templates control notification subject and body only. PDF invoice layout is configured separately under Invoice Templates (main navigation).

16.9 Expenses & Billing

Path: Settings → Expenses & billing. Section: Operations. Saved with Save settings.

Expenses section

Field UI label Type Default Description
receiptThreshold Receipt threshold Number 25 Amount above which receipt may be required
mileageRate Mileage rate Number 0.67 Reimbursement rate per mile/km
mileageUnit Mileage unit Dropdown Miles Miles or Kilometers
requireReceipt Require receipt attachments Toggle On Expenses at/above threshold need receipt before submit
allowPersonalExpenses (no UI) Boolean Off Stored in JSON, not exposed
maxSubmissionDays (no UI) Number 30 Stored in JSON, not exposed
categoriesRequireApproval (no UI) Boolean On Stored in JSON, not exposed

Billing section

Field UI label Type Default Description
invoiceNumberPrefix Invoice number prefix Text INV- Prefix for auto-generated numbers
invoiceNumberPadLength Invoice number pad length Number 5 Zero-pad width (e.g. INV-00001)
defaultPaymentTermsDays Default payment terms (days) Number 30 Due date offset for new invoices
showTaxBreakdown Show tax breakdown on invoices Toggle On Display tax lines separately
taxInclusive Tax-inclusive pricing Toggle Off Line amounts include tax; tax extracted for breakdown
defaultTaxProfileId Default tax profile Dropdown None From TaxProfiles list
budgetAlertThresholdPercent Budget alert threshold (%) Number 80 Dashboard budget warning threshold
sendInvoiceOnApproval Send invoice on approval Toggle Off Auto-email PDF after generating from unbilled time
lastInvoiceSequence (no UI) Number 0 Internal counter in billing JSON
retainerEnabled (no UI) Boolean Off Stored in JSON, not exposed

16.10 Roles & Permissions

Path: Settings → Roles & Permissions. Requires administration.view. Inline save per action — no Save settings footer.

User roles tab

Field Description
User SharePoint person
Role member, teamLead, manager, or admin
Active Yes/No
Assign role People picker + role dropdown

Role permissions tab

Field Description
Role Filter and column — member, teamLead, manager, admin
Resource Permission key (dashboard, billing, settings, etc.)
Action view, create, edit, delete, submit, approve, reject, export, import, manage
Allowed Toggle for admins; Yes/No display for others
Add rule Create custom permission row

Pay periods tab

Field Description
Period title Display name for the pay period
Start date Period start
End date Period end
Type Weekly, biweekly, or monthly
Locked Yes/No — locked periods block time entry edits

Holidays tab

Field Default Description
Holiday name — Display name
Date — Holiday date
Region All Region filter
Paid holiday yes/no Whether PTO is not required

Audit log tab

Read-only view of the last 50 events: Entity, Action, User, When, Details.

16.11 Import & Export

Path: Settings → Import & Export. Requires import_export.view.

Export CSV

Section Columns exported
Employees title, email, department, team
Projects title, code, client, status, billable, budgetHours, budgetAmount
Clients title, code, contactEmail
Billable rates title, rateType, amount, currency, effectiveDate, client, project, task, user

Import CSV

Section Required columns
Employees title, email
Clients title
Projects title, client (must match existing client)
Billable rates title, rateType, amount
Holidays title, holidayDate

16.12 Help

Path: Settings → Help. Available to anyone with help.view. Read-only accordion sections:

  • Roles (member, manager, admin capabilities)
  • Timesheet approval flow
  • Setting up approvers
  • Getting started
  • For employees, managers, and administrators
  • Support — uses supportEmail from General settings when set

16.13 Setup Status

Path: Settings → Setup status. Read-only list health with Complete Setup (site owner) and Refresh.

Element Description
Summary X of Y required lists missing or all ready
List table Each list: Ready / Incomplete / Missing
Complete Setup Site owner only — launches setup wizard
Refresh Reload provisioning status

16.14 Model-Only Settings (No UI)

These JSON blobs are stored in AppSettings but have no settings UI yet:

FormSettingsJson

Per-entity visibleFields, requiredFields, hiddenFields, and fieldOrder for: timesheet, timeEntry, expense, pto, project, client, employee. All default to empty arrays.

Nav item visibility, sortOrder, labels, defaultPage (dashboard), and collapseSidebarByDefault. All 17 pages visible by default.

16.15 Invoice Templates vs Email Templates

Aspect Email templates Invoice templates
Purpose Notification email subject/body PDF invoice layout (JSON)
List EmailTemplates InvoiceTemplates
Settings UI Settings → Email templates Main nav → Invoice Templates
Edit format HTML + {placeholders} JSON (layout, columns, branding)
Used when Workflow emails, invoice email with PDF Generating/downloading invoice PDFs

Seeded PDF invoice templates

  • Standard Invoice (default), Consulting Statement, Time & Materials, Minimal Clean
  • Executive Summary, Modern Accent, Project Summary, Retainer Statement

Template JSON keys typically include: layout, columns, branding (logoUrl, primaryColor, companyName, companyAddress, footerText), showTaxBreakdown, showPaymentInstructions, paymentInstructions.