When you work with customers all around the world, you might want to adapt the date format of your documents to fit theirs. It’s possible to set a different date format per company entity in Teamleader Focus, allowing you to optimise the outgoing communications towards your customers. Find out how to set a specific date format in this article.
How
To change the date format of your company entity, follow these steps:
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Go to Settings > Company information > pencil next to the company entity you want to edit
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Click on Company details
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Choose your date format in the field Date format
The options are:
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dd/mm/yyyy
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mm/dd/yyyy
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dd-mm-yyyy
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dd.mm.yyyy
What
The date format you set for your company entity is applied to:
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Quotations
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Time Tracking Reports
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Order Confirmations
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Work orders
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Delivery notes
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Orders
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Invoices
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Credit notes
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“Date” Custom Field
Notes:
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It’s not possible to set a date format for a specific document as a date format is assigned to a specific company entity and is always applied to all documents of that entity.
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Don’t forget to add the date as a shortcode on your documents if you want the date to appear. Read more about customising your templates here.
No date format set
If you didn’t set a date format for your company entity, then all outgoing documents will show the date format dd/mm/yyyy unless you are sending a document to a customer based in one of the countries mentioned in the list below. Then the date format will be dd.mm.yyyy:
- CH: Switzerland
- DE: Germany
- PL: Poland
- AT: Austria
- CZ: Czech Republic
- EE: Estonia
- IS: Iceland
- ME: Montenegro
- RO: Romania
- RU: Russia
- RS: Serbia
- SK: Slovakia
- SI: Slovenia
- TR: Turkey
- UA: Ukraine
User-specific date formats
The date format chosen in your company entity settings doesn’t influence how dates are displayed throughout the complete account itself (in the UI). Each user can change this in their settings as we want to individually allow users to personalise how dates are shown. Read all about it here.