What this page is for
These settings describe your organisation and set the defaults the whole system uses: how dates and times are shown, which currency reports are totalled in, and how long certain data is kept.
Who can use it
People with Change organisation settings permission (by default Admin) and the account owner.
How to change settings
- Change the fields you need.
- Select Save at the bottom of the page. All sections are saved together.
Fields and columns
Company
| Field | Meaning | Rules |
|---|---|---|
| Organisation name | Name shown to your staff | Required, up to 120 characters. |
| Legal name | Registered company name, used on documents | Optional. |
| Tax or VAT number | Shown on invoices and receipts when those modules are on | Optional. |
| Country code | Two letters, such as GB, BD or AE | Optional. Used for regional defaults. |
Time, money and language
| Field | Meaning | Rules |
|---|---|---|
| Timezone | Decides what "today" means, when reminders go out, and month boundaries | Required. All times are stored in UTC and shown in this timezone. |
| Base currency | Your accounting currency; reports are totalled in it | Required. Change it only before you record money. |
| Default language code | Language for new users and guest pages | Required, for example en. |
| Date format | How dates are written everywhere | Required. The list shows today's date in each format. |
| Week starts on | First day of the week in calendars and weekly reports | Required. |
| Financial year starts in | First month of your financial year, for year-to-date reports | Required. |
Security and data
| Field | Meaning | Rules |
|---|---|---|
| Invitation links expire after (days) | How long invitation links work | 1 to 30 days. Default 7. |
| Keep change history for (days) | Older history is deleted every night | 30 to 3650 days. Default 730 (2 years). |
Statuses and automation
- Every setting change is recorded in the Change history with the old and new value.
- Old change history is removed every night according to Keep change history for (days).
Settings that change this page
This is the settings page itself. Each module you switch on later adds its own settings.
FAQs
What happens if I change the timezone? Existing records keep their exact time. They are simply shown in the new timezone from now on.
Can I change the base currency later? Technically yes, but amounts already recorded are not converted. Decide on it before you start recording money.
Troubleshooting
| Problem | What to do |
|---|---|
| "The selected timezone is invalid." | Choose a timezone from the list. |
| The country code is rejected | Use exactly two letters. |
| Times look one or more hours off | Check the timezone setting. |