Account settings
Business details, VAT number, notifications, sharing and account security.
Open Settings from the More tab. Settings are grouped into Business, Preferences, Sharing, Billing and Account.
Business details
- Business name (appears on exports and invoices).
- Trading style — sole trader, partnership, limited company.
- VAT number and VAT scheme (Standard, Flat Rate, Cash Accounting). This drives how VAT is calculated across the app.
- Tax year start — defaults to 6 April.
Preferences
- Default currency (GBP), date format and week start.
- Reclaim VAT toggle default for new receipts.
- Email notifications — weekly summary, low-storage warnings, invite responses.
Sharing
Manage access for your accountant or bookkeeper. See Working with your accountant for details.
Account and security
- Change email — sends a confirmation link to the new address.
- Change password.
- Enable two-factor authentication (recommended).
- Delete account — permanently removes your data after a 30-day grace period.