Settings

Organisation details, defaults and the people who can see your books.

Organisation

Appears on every invoice, estimate and statement you send.

Legal name

Trading name

Tax registration

Printed on invoices where required

Company number

Registered address

Determines which period reports default to.

Year starts

Accounting basis

Default payment terms

Invoice numbering

How Coffer acts on your behalf.

Post journal entries automatically

Every invoice, bill and payment writes its double entry the moment it is approved.

Send payment reminders

Three days before the due date, then weekly once overdue.

Lock periods after filing

Once a tax period is filed, block any further postings into it.

Require approval above a threshold

Bills over $5,000 need a second person to approve before payment.