Customise General Account Settings

T

Tobias

Last updated on Oct 2, 2026

The General Account settings adapt WrkLst to your organisation: your name and addresses, regional formats, the default language, and how works are shown. They apply to the whole account, so it is worth setting them once, early, before you start entering data in earnest.

Where to find them

Settings has two groups: Personal, which holds My Profile, and WrkLst account, which holds everything that applies to the account as a whole. General Account is the first page of the second group. It has tabs: General, Invoicing, Consignments, Presentations, Integrations, Backup, Webhook Sync, Artwork Import and Import. If you cannot see the page, your role does not include it; ask an administrator.

Settings → General Account: 1 Default interface language

Settings → General Account: 1 Default interface language

Company

Under Company you set the Account name, which is how the account is named in the account switcher and in the mail WrkLst sends you. The Account headquarters is the contact used as your business address on documents.

If you run more than one space, add them under Additional locations. Moves between your own locations then count as internal transfers rather than third-party business, and you can filter for them in consignments and shipments. Exhibitions at any of your spaces count as your own, and a sale says at the top which space it came from. Letterheads can belong to a space too, so only that space's stationery is offered.

Formats and defaults

The Inventory number format decides how inventory numbers are built; its placeholders (artist shortcode, inventory number) are filled per work. Local format sets date and number formatting. The Default interface language is the language everyone in the account sees; anyone who picks their own language in the menu under their name keeps it. Below that you choose the Measurement unit, the Weight unit, the Default contact country, the Default telephone code, the Default inventory that opens first, and the Preferred caption style.

Under Locations you set the Work location order (most used first or alphabetical) and the Default locations offered on a work.

Image background

The Image background is the colour behind your artwork in the work detail, the enlarged view and every image frame. Pick one colour for light mode and one for dark mode, or put both back with Reset to default. It applies to everyone in the account.

How works are shown

The Work detail summary decides what the summary of a work includes, such as the price and price notes, and how measurements behave, including whether price factor options are shown. Under Optional inventory fields you switch on the fields you need on works: framed, unfinished, not produced, extended caption, context description, series, copyright, packing, production cost, tags and acquisition information. Edition manager holds the options for editions created from a template. Availability & display lets you hide availability in the overview, show the work signature, and activate offers as a precursor to a hold or sale. Exports & shortcodes covers image file names on download and artist-specific shortcodes.

AI features can be turned off to opt out of all AI processing in the account; the affected tools stay available in their non-AI form.

The other tabs

Presentations holds the Account logo, shown at the top of every presentation you share and used as the default logo on your PDF templates, so you set it in one place. Import opens the contact import from a file. Invoicing, Consignments, Integrations, Backup, Webhook Sync and Artwork Import hold the settings of their own areas and are covered in their own articles.

When to revisit them

Most people set these once during onboarding and forget about them. Come back to them if you start working in a new currency or region, if you open another space, if colleagues join and need different defaults, or if your document output needs to change.

Still using WrkLst Classic? This topic in the Classic documentation: Customise General Account Settings

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