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Organisation settings overview | Cashfeed

All collectionsSettings and organisationOrganisation settings overview

Organisation settings overview

Use Organisation settings to review and manage the setup that applies to your whole organisation. You’ll find payment, invoice, intake, and Peppol options in one place.

Cashfeed

July 8, 2026

Where to find it

Organisation → Settings

✅ Common tasks

Open settings

Go to Settings for the organisation.
Wait for the page to finish loading.
Check that you have an OWNER or ADMIN role.

Some sections appear only when the related feature is enabled.

Review general details

Open General.
Review the organisation information.
Check any VAT options shown there.
Open Organisation profile if you need to change profile details.

Manage organisation setup

Open SEPA bank accounts to review payment accounts.
Open Outgoing invoices to adjust sales invoice defaults.
Open Invoice categories or Invoice extraction defaults if they are shown.
Open Peppol or Incoming emails to review intake settings.

Accounting-related sections only appear after an accounting connection is added.

🔗 See also

Organisation profile
Your organisation's SEPA bank accounts
Outgoing invoice defaults
Invoice categories
Invoice extraction defaults

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