What this guide covers: Finance → Settings. The sidebar here is organised into four groups — Accounting Calendar, Money & Compliance, Automation & Alerts, Platform & Access — but only three individual panels are actually functional right now. Each panel in the app is honestly labelled Live, Soon ("Roadmap"), or "Enterprise" — this guide follows the same labelling.
Fiscal Years & Periods Live
Click Add Fiscal Year: a Name (e.g. "FY 2025 – 2026"), a Start Date and End Date, and a Set as current fiscal year switch. Only one fiscal year is "current" at a time, and that's the one the Finance overview's progress bar tracks. Accounting periods within a fiscal year are generated automatically once it's created — there's no manual period editor; contact your system administrator for custom period breakdowns like monthly or quarterly.
Currencies Live
Click Add Currency: Code (e.g. "ZAR"), Currency Name (e.g. "South African Rand"), Symbol (e.g. "R"), and a Set as default reporting currency switch. All reports are consolidated using whichever currency is set as default.
Tax Rules Live
Click Add Tax Rule: a Rule Name (e.g. "VAT Standard Rate"), a Code (e.g. "VAT"), a Rate (%), what it Applies To (Sales/Output, Purchases/Input, or Both), an Effective From date and optional Effective Until, a Default tax rule switch, and a Compound tax switch for taxes calculated on top of other taxes. Any active tax rule becomes selectable on the Items catalogue and flows through to invoice/bill line items and the Tax Summary report.
What's on the roadmap
Four entire panels in the Settings sidebar are previews, not working features. Every card inside them is visibly marked "Coming soon" or "Enterprise feature," and none of their buttons or toggles are interactive — treat these as a look at what's planned, not something you can configure today.
| Panel | Status | What it previews |
|---|---|---|
| Accounting Core | Roadmap | Cash vs. accrual basis, lock dates, custom document numbering, period closing, localisation, depreciation methods. |
| Notifications & Alerts | Roadmap | Budget alert thresholds, invoice reminders, scheduled report delivery, late fee automation. |
| Integrations & Data | Enterprise | Payment gateways, bank feeds, CSV/QIF/OFX import-export, webhooks & API, receipt OCR capture, white-label exports. |
| Security & Access Control | Enterprise | Role-based permissions, MFA, audit logs, session management, approval workflows, mileage & reimbursement rates. |
Troubleshooting & FAQ
I can't find where to set up bank feeds / payment gateways / webhooks.
Those live under "Integrations & Data," which is currently a roadmap preview only — nothing there is configurable yet.
Where do I set custom invoice numbering (e.g. INV-2025-0001)?
That's part of "Accounting Core," also a roadmap preview — invoice numbers are currently system-assigned.
Can I lock a date so historical entries can't be edited?
Lock dates are shown as a preview under "Accounting Core" but aren't functional yet.
Why do amounts in different currencies not convert automatically on my reports?
Automatic exchange-rate conversion isn't built yet — reports consolidate using your default currency, so amounts recorded in a different currency won't be converted for you today.