Help Center / Organization Setup

Organization Setup

Managing Entities

This article explains how to create and manage company entities in Light, which represent your legal entities, subsidiaries, and operating divisions

Chart of Accounts Setup

This article explains how to prepare and upload your Chart of Accounts in Light, including how to create accounts, organize them by group, and manage your

Custom Properties (Dimensions)

This article explains how to set up and manage custom properties (also called dimensions) in Light.

Fiscal Year and Accounting Periods

This article explains how to configure fiscal years, accounting periods, and period closing tasks in Light.

Tax and VAT Configuration

This article explains how to configure tax codes and VAT settings in Light. Proper tax configuration ensures accurate tax calculations and compliance

Currency Settings

This article explains how currencies are configured in Light, including local currency setup on entities and FX-related account configuration.

E-invoicing: Peppol and myDATA

This article explains how to configure e-invoicing details in Light to support electronic invoice exchange via the Peppol and myDATA networks.

Company Policies

This article explains how to create and manage company policies in Light. Policies help communicate your organization's rules and procedures to your team.

Greek myDATA e-invoicing

This article explains how to configure Greek myDATA e-invoicing in Light. If your company operates in Greece, you can send invoices and credit notes to

Notification Preferences

This article explains how notifications work in Light and how to configure integrations for receiving alerts.

Setting a Custom FX Rate for Your Company

By default, Light converts foreign-currency amounts using daily market rates, sourced automatically.

Setting a Custom FX Rate per Entity

If your organization has more than one entity, you can set a custom FX rate for a **specific entity** instead of the whole company.

When Custom Rates Apply vs System Rates

Once you've set custom FX rates, it helps to know exactly when Light uses them and when it falls back to market rates — especially if you transact in