Organization Setup

14 articles

1. 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.

2. 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.

3. 03

   Custom Properties (Dimensions)

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

4. 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

5. 05

   Tax and VAT Configuration

   This article explains how to configure tax codes and VAT settings in Light.

6. 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.

7. 07

   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.

8. 08

   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

9. 09

   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.

10. 10

    Notification Preferences

    > **What is this page about:** How to configure notifications in Light, across web push, Slack, Microsoft Teams, and mobile.

11. 11

    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

12. 12

    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.

13. 13

    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

14. 14

    Italian SDI e-invoicing

    SDI (Sistema di Interscambio) is Italy's mandatory e-invoicing system, operated by the Italian tax authority (Agenzia delle Entrate).