Business settings, bank details and books currency

Where to keep your company details, bank details, TRN and the currency of your books.

Your company details live under Settings, Organisation. It has Business settings, VAT & Corporate Tax, Invoice settings, Plans & billing and Switch to Accountive.

Business settings

• Company name, address and contact details. The registered email is your sign-in email and cannot be changed here.
• Bank name, account name, account number, IBAN and SWIFT. These print as the payment details on your invoices.
• Document defaults, including the invoice colour: 14 preset colours or a custom colour.
• The start of your financial year.

VAT & Corporate Tax

Enter your TRN, VAT period, VAT registration date, Corporate Tax registration number, Corporate Tax filing period and filing deadline. The VAT options on invoices appear only once the TRN is saved.

Books currency

Your books can be kept in any currency. If it is not AED, you enter a rate so reports show an AED column beside your books currency. VAT and Corporate Tax always stay in AED.