Organisation Settings

Organisation-wide settings apply across every user and module in your YSUITE account.

Requires admin access.

Profile

Go to Settings → General → Organisation to set your organisation's name, logo, country and tax identification number. The logo appears on printed documents unless overridden per template.

Timezone

Set your organisation's default timezone under Settings → General. This determines how dates and times are displayed and calculated across the app — attendance, activity due times, and report periods all use it.

Accounting controls

Under Settings → Accounting, set:

Books lock date — transactions on or before this date can no longer be edited, protecting closed periods from accidental changes.
Financial year start month — the month your accounting year begins, used by year-based reports.

Field mapping

Configure how fields map between related records (for example, how a converted document carries fields across) under Settings → General → Field Mapping.

Configure how documents can be shared externally (e.g. sending an invoice via WhatsApp) under Settings → General → Document Sharing. See Document Templates for the templates themselves.

Tips

Set a books lock date at the end of each closed accounting period — it's a cheap safeguard against a well-meaning edit landing in the wrong period.
Confirm your timezone is correct before rolling out HRMS attendance — every check-in and shift calculation depends on it.