Settings

Your organisation's details, timezone, currency, language and date format, and security and data rules.

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	The system currency. Every total, report, dashboard figure, balance and owner statement is shown in it. Amounts recorded in another currency (for example a USD booking from a channel) keep that currency on their own record and are converted at the exchange rate of their month when added up	Required. Change it only before you record money.
Track who holds money from	The day money custody tracking starts. Cash in hand, Money holders, Collected, the Final monthly report and transfer balances ignore payments, expenses, bank entries and transfers dated before it, and those pages say "Counting from ...". Revenue, P&L and owner figures always count everything	Optional date. Leave empty to count every record.
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.

Why does Cash in hand start at zero in the month I set? Nothing before Track who holds money from is carried forward. Use it when you only started recording who collected, held or handed over money part-way through (for example after importing older bookings).

Why are there no separate totals per currency? Totals never mix or split currencies: everything is added up in the base currency. Only the Rates calendar and the Pricing advisor show prices in a second currency, next to the base currency.

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.
A total says some amounts have no exchange rate	Add the missing month's rate under Exchange rates. Amounts without a rate are left out of totals, never added in their own currency.
Cash in hand looks too low	Check Track who holds money from: records before it are ignored.