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The settings page is the central configuration for your company in Fyvel. Here you manage master data, integrations, and technical settings.

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General

The General tab separates settings for the currently selected company from organisation-wide settings. Company — applies only to the currently selected company:
  • Company name — the display name of your company in Fyvel. You can change it at any time.
  • Currency — the reporting currency (default: EUR).
  • Balance sheet positions — only for non-DATEV sources (for example Xero): controls whether balance-sheet rows accumulate from the start of the year or across the entire import history. The default is All-time cumulative. Use Fiscal year (Jan–Dec) only when your source already includes opening balances in January. For DATEV the calculation is fixed.
  • Cost object (KOST2) — enables the second cost-accounting dimension for this company: master data, report filters, and drill-down by cost object. Details: Cost objects (KOST2).
  • Ignore bookings — enables Ignore on the Mapping page: bookings can leave the open queue without a category and stay in reports on the general-ledger account. The default is off.
  • Company UUID — technical identifier you need, for example, for the add-ins. Click to copy.
Organisation — applies to every company in this organisation:
  • Organisation UUID — technical identifier of the organisation, for example for API endpoints in the add-ins. Click to copy.
  • Organisation name and logo — the name of the organisation, and the logo for PDF exports of reports.
Administrators also see the 2FA requirement, creating further organisations or a demo organisation, and at the bottom a danger zone for permanently deleting the organisation.

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Companies

On the Companies tab you manage the companies inside your organisation.
  • Add a company — administrators can add further companies to the organisation.
  • Delete a company — companies you no longer need can be removed.
If you work with several companies, this area is the basis for cross-company reports.

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Personnel costs

Configuration of the accounts and posting texts for the automatic personnel-cost allocation: These settings must be configured before you can post splits on the Personnel costs page.

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DATEV integration

Master data for the DATEV connection: These values are used on upload to validate and process the data correctly.

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Google Sheets import

If you use Google Sheets as a data source (instead of CSV upload):
  • Google Sheets URL — the URL of the Google Sheet Fyvel should import data from.
This option is available only when your company is configured for Google Sheets import.

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Add-ins

Under Add-ins you manage setup for the Excel add-in and the Google Sheets add-in. For setup you also need your Fyvel email.

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Rotate the add-in API key

  1. Click “Generate new”.
  2. Confirm that existing active add-in API keys will be revoked.
  3. Copy the new key immediately — it is shown only once.
  4. Update the key in your add-ins.

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Google Sheets export (legacy)

The earlier Google Sheets push configuration remains available only for existing legacy setups. If you want to send data to Excel or Google Sheets, use the add-ins instead.

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Team

On the Team tab you manage access to your organisation.
  • Invite members — administrators can invite new teammates by email.
  • Understand roles — Fyvel uses roles such as Admin, User, and Viewer to represent different access.
  • Remove members — administrators can also revoke access.
An invited user joins the organisation and can then work with the companies they have been given access to.