Organization Settings is the central configuration hub for your DualEntry account. Changes made here apply across the entire organization and affect all users. Only users with the Administrator role can edit these settings.
To access Organization Settings, navigate to Settings, accessible from your organization’s name in the top left corner of the screen.
Settings areas
Organization Settings is divided into tabs. These have their own documentation pages:
- Profile: the logo and brand color applied to customer-facing invoices, receipts, statements, and purchase orders
- General preferences: core accounting behaviors, including posting and transaction dates, future-dated transactions, account number length, record locks, and order-level discounts
- Money-In: the email templates sent to customers for invoices, payment receipts, and account statements
- Purchase Orders: the email template sent to vendors when a purchase order is issued
- Record Numbering: the record codes DualEntry gives transactions when they post, including company prefixes, record prefixes, padding, and starting values
- Developer access: API keys for programmatic access, including the key table, creating a key, and revoking one
- Activity: a read-only audit log of every change made to Organization Settings, with user, timestamp, and before/after values
Last modified on November 3, 2026
