Help Center/Organization Setup
Organization Setup
19 articles
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01
Managing Entities
> **What is this page about:** How to create and manage company entities in Light, from setting one up to viewing details, editing, and card onboarding status.
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02
Chart of Accounts Setup
> **What is this page about:** How to set up and manage your Chart of Accounts in Light: creating accounts, bulk uploading via CSV, organizing accounts by group and category, and understanding account locking, activation, and export.
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03
Custom Properties (Dimensions)
This article explains how to set up and manage custom properties (also called dimensions) in Light.
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04
Fiscal Year and Accounting Periods
> **What is this page about:** How to configure fiscal years and accounting periods in Light, generate periods on any month boundary, complete closing
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05
Tax and VAT Configuration
This article explains how to configure tax codes and VAT settings in Light.
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06
Currency Setting
> **What is this page about:** How to set up currencies in Light, from base and local currency rules to configuring FX accounts and running period-end revaluation.
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07
E-invoicing in Light
> **What is this page about:** What e-invoicing is, which networks Light supports, and how to register an entity on one.
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08
Peppol e-invoicing
> **What is this page about:** How to register an entity on the Peppol network, what you need on your customer records to send to them, and how Light handles the country-specific quirks that come up on Peppol.
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09
Company Policies
This article shows you how to create and manage company policies in Light — a quick way to share your organization's rules with your team and, when you
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10
Greek myDATA e-invoicing
> **What is this page about:** How to set up myDATA on a Greek entity, the document numbering and VAT rules it enforces, how tax codes are translated for the Greek tax authority, and how credit notes link back to accepted invoices.
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11
Notification Preferences
> **What is this page about:** How to configure notifications in Light, across web push, Slack, Microsoft Teams, and mobile.
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12
Setting a Custom FX Rate for Your Company in Light
> **What is this page about:** How custom FX rates work for your company in Light, how they interact with entity-level rates, how to request one from
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13
Setting a Custom FX Rate per Entity
> **What is this page about:** How to set a custom FX rate for one specific entity when your organization has more than one entity, how entity rates and company-wide rates resolve against each other on a transaction (including multi-currency transactions), what to give support when requesting one, and what to keep in mind around rate frequency and currency reference.
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14
When Custom Rates Apply vs System Rates
> **What is this page about:** How to see when Light applies your custom FX rate versus the system rate, and the one rule that decides it.
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15
SDI e-invoicing in Italy
> **What is this page about:** How to register an Italian entity on SDI, how invoices are routed to Italian customers, what SDI requires on your documents, and the one behaviour that surprises entities registered on more than one network.
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16
EHF e-invoicing in Norway
> **What is this page about:** How invoicing Norwegian customers works in Light, what EHF is, and why there is no separate Norwegian network to register for.
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17
Nemhandel e-invoicing in Denmark
> **What is this page about:** How Nemhandel works in Light, how to get an entity set up on it, and what is different about invoicing Danish, Faroese and Greenlandic customers.
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18
VeriFactu e-invoicing in Spain
> **What is this page about:** What VeriFactu is, how to authorise Light to issue invoices on your behalf, and what changes on your Spanish invoices once you are registered.
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19
France PA e-invoicing
> **What is this page about:** How to register a French entity to receive e-invoices, what the registration asks for, and what this network does not yet do.