Organization settings control how Financica handles your bookkeeping and what defaults are applied across the platform.
Accessing settings
Navigate to Settings > Organization in the sidebar.
Company details
Update your organization's basic information:
- Organization name — Your company's legal or trading name.
- Company number — Your official registration number.
- Country — Your primary jurisdiction.
- Default currency — The base currency for your accounts.
- Billing email -- The email address that receives billing notifications and forwarded Peppol invoices. Defaults to the email of the person who created the organization.
- Billing address -- Your registered business address.
Peppol e-invoicing
The Peppol section on the Company settings page lets you register your company on the Peppol network for electronic invoicing. See Electronic invoicing for full details on registration, migration, and email forwarding.
Accounting configuration
These settings affect how transactions and reports are processed:
Default accounts
- Default expense account — New expense transactions are suggested to be categorized here unless a better match is found.
- Default income account — Same, but for revenue transactions.
Setting these defaults speeds up categorization, especially when the AI does not have enough history to make a confident suggestion.
Fiscal year
- Fiscal year end date — Defines your accounting periods. This affects how the income statement and other period-based reports are calculated.
Most businesses use a calendar year (December 31), but you can set any date to match your company's fiscal year.
Time zone
- Time zone — The time zone your books live in. Dates on documents and reports (invoice issue dates, journal-entry dates, report periods) follow this time zone, so an invoice issued just after midnight local time is dated correctly even though the timestamp falls on the previous day in UTC.
By default the time zone follows your country of incorporation (for example Europe/Brussels for a Belgian company); pick a different one if your operations run elsewhere.
VAT configuration
- VAT input control account — The ledger account tracking deductible VAT on purchases.
- VAT collected control account — The ledger account tracking VAT collected on sales.
The default local VAT rate lives in Settings > Organization > Accounting: it is the rate (0--100%) you self-assess at when a supplier shifts the VAT to you, and it drives reverse charge calculations. It is also the rate new line items start at on the sales invoices you issue domestically. Leave it unset and your country's standard rate is used instead; either way you can change the rate on any line.
These must be configured before you can use the VAT return report. Work with your accountant to identify the correct accounts from your chart of accounts.
Advanced settings
Navigate to Settings > Organization > Advanced for additional controls:
- AI transaction categorization instructions -- Provide custom instructions that guide the AI categorization engine. For example, you can tell it to always assign a certain type of expense to a specific account.
- Delete organization -- Permanently remove the organization and all its data. This action is irreversible and restricted to owners.
- Debug information -- System-level details for troubleshooting.
Only owners and admins can access advanced settings.