Setting up your account
Configure your business details so Dudley organizes revenue, expenses, and users correctly.
Your Dudley account is tied to a single business. Getting the basics right — name, time zone, and default categories — makes every report and insight more accurate.
Review your organization settings
- Go to Settings → Organization.
- Confirm your business name.
- Set the time zone your business operates in.
- Save.
Why the time zone matters
Dudley rolls up daily numbers based on your business time zone, so a “day” always matches the day you actually experienced on the floor.
Set up default categories
While you’re in Settings, populate default expense categories, revenue categories, and payment methods so your team can log data consistently from day one.
Next steps
- Import your existing data to hit the ground running.
- Invite your team so managers and end users can log billable hours and sales.