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Entity Settings

Your entity's settings includes everything from formats to methodologies and exclusions. Read this article to find out how to get set up.

Alex avatar
Written by Alex
Updated over a month ago

To find your entity settings, go to the "Configure" section in the left menu bar. Then, select Options > Entity. Here, you have the following options:

  • General

  • Layouts

  • VAT/GST

  • Custom System Content

  • Entity Fields

  • Old features

Let's break down what you can do in each section.

General

Under General, you can:

  • Set your accounting basis as either cash or accrual by choosing from the drop-down selector

  • Select the type of sales tax that applies to your entity

  • Select your industry (which is vital for benchmarking)

  • Select your entity type (which is critical for non-profit organizations)

  • Select your default reporting view (prior month or current month)

  • Select your preferred date format (MM-DD-YYYY or DD-MM-YYYY)

  • Select the day your week starts on for reporting purposes

  • Select your location

  • Indicate your reporting currency

  • Decide between a symbol, code, or no symbol as your currency symbol

  • Choose your currency recon method (equity or P&L)

  • Indicate if you would like to display units and, if so, how (e.g., with the words "Hundreds" or "Thousands")

Layouts

Here, you can select your default Layouts for your Profit & Loss or Balance Sheet.

VAT/GST

Here, you can select the following:

  • Your VAT/GST period

  • VAT/GST month end

  • VAT/GST payable after

  • VAT/GST payable date

  • Default VAT/GST rate %

  • Default period

  • Default VAT/GST account

  • VAT/GST basis

Custom System Content

Here, you can enable or disable System Manual Journals and Syftem Manual Accounts.

Entity Fields

In this section, you can see any entity fields that have been created.

Old features

Here, you can find legacy Syft features that have been discontinued to make room for better features.

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