Manual Configuration

Configure your organization settings manually

Tenant ID: —

Advanced Configuration Tool

This tool allows you to manually configure all organization settings. You can optionally load defaults from a country or industry template, then customize any field before saving.

Only an owner or admin can change tax configuration. These settings are shown read-only.

Load Defaults (Optional)

Country Template

Loads currency, locale, and tax defaults for the selected country

Industry Template

Loads industry-specific defaults for accounts and workflows

Select Country/Industry above, then click Reset to load their defaults into the form

Organization Details

Company Name *

Industry Code

Country Code

Base Currency

Finance & Tax Settings

Financial Year Start Month (1-12)

1 = January, 4 = April, etc.

Date Format

Locale

Enable VAT/Tax Tracking

Track and report tax on invoices and purchases

Preview Changes

Show all fields (not just changed)

baseCurrency

Modified

Current

—

Proposed

—

countryCode

Modified

Current

—

Proposed

—

dateFormat

Modified

Current

—

Proposed

DD/MM/YYYY

fyStartMonth

Modified

Current

—

Proposed

industry

Modified

Current

—

Proposed

—

locale

Modified

Current

—

Proposed

en-GB

name

Modified

Current

—

Proposed

—

vatTrackingEnabled

Modified

Current

—

Proposed

true