Location:  Bookkeeping module > Dashboard > Client specific > Settings

Company Information
Comprises of general company information which can be edited e.g. Book Start Date, VAT details, UTR

Accounting Period

Here you are able to create current and prior Accounting periods which will feed into the Accounts Production & Corporation Tax

  • Charts of Accounts

  • Company Logo

  • Invoice Templates

  • Opening Balance

  • Customise Sequence

Click here to watch a video on how to update the Master Chart of Accounts

Click here to watch how to setup a prior accounting period

Click here to watch how to enter opening bank balance