> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fyvel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Company settings

> Master data, integrations, and technical configuration

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

### 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)](/en/documentation/data-structuring/cost-objects).
* **Ignore bookings** — enables Ignore on the [Mapping page](/en/documentation/working-with-fyvel/mapping): 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.

### 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.

### Personnel costs

Configuration of the accounts and posting texts for the automatic personnel-cost allocation:

| Setting | Description |
| - | - |
| **Cost account** | The account the personnel costs were originally posted to |
| **Clearing account** | The account the reclassification bookings run through |
| **Posting text (without cost center)** | Text for the reduction booking (for example "Personnel cost reclassification (no CC)") |
| **Posting text (with cost center)** | Text for the allocation bookings (for example "Personnel cost reclassification (with CC)") |

These settings must be configured before you can post splits on the Personnel costs page.

### DATEV integration

Master data for the DATEV connection:

| Setting | Description |
| - | - |
| **Client number** | Your DATEV client number |
| **Advisor number** | Your tax advisor's number |
| **Chart of accounts** | SKR03 or SKR04 |
| **Account number length** | 4 digits or 6 digits |

These values are used on upload to validate and process the data correctly.

### 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.

### Add-ins

Under `Add-ins` you manage setup for the Excel add-in and the Google Sheets add-in.

* **Add-in API key** for authentication in the add-ins
* **Organisation UUID** as the reference for setup in both add-ins
* **Marketplace links** for both add-ins:
  * [Office Marketplace](https://marketplace.microsoft.com/en-us/product/WA200010239?tab=DetailsAndSupport)
  * [Google Workspace Marketplace](https://workspace.google.com/marketplace/app/fyvel/116632960276)

For setup you also need your Fyvel email.

#### 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.

### Google Sheets export (legacy)

The earlier Google Sheets push configuration remains available only for existing legacy setups.

| Setting | Description |
| - | - |
| **Google Sheet ID** | The ID of the target sheet |
| **Categories sheet** | Name of the worksheet for categories |
| **Data sheet** | Name of the worksheet for financial data |
| **Reporting structure sheet** | Name of the worksheet for the reporting structure |

If you want to send data to Excel or Google Sheets, use the add-ins instead.

### 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.

***


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