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Settings

Customize CoralLedger Comply to match your business needs. Access settings from the main navigation menu.

Account Settings​

Manage your personal account and security.

Profile​

  • Update your name and email
  • Change password
  • Two-factor authentication (2FA) setup
  • Session management
  • Login history

Notifications​

Configure when you receive alerts:

  • Email notifications (filing reminders, compliance alerts)
  • In-app notifications
  • Quiet hours configuration
  • Weekly digest settings

Learn more: Account Settings | Notification Settings

Business Settings​

Business Profile​

  • Business name and trading name
  • TIN and VAT number
  • Business address
  • Industry classification

VAT Configuration​

  • Filing frequency (monthly/quarterly)
  • First VAT period start date
  • Food store license status (April 2025 rules)

Filing Preferences​

  • Default filing workflow
  • Validation settings
  • Export format preferences

Access at Settings > Filing or Settings > Filing Preferences.

Category Preferences​

  • Custom category rules
  • Default categorization behavior
  • Vendor-category mappings

Access at Settings > Categories or Settings > Category Preferences.

Logo and Branding​

Upload your logo for:

  • VAT invoices
  • Generated reports
  • PDF exports

Integration Settings​

Point POS​

  • Store configuration
  • Sync preferences
  • Reconciliation settings

Access at Settings > Point POS.

Manager Integration​

  • Manager connection settings
  • Multi-store configuration
  • Sync scheduling

Access at Settings > Manager.

API Keys​

  • Create and manage API keys
  • Set permissions
  • View usage

Access at Settings > API Keys.

Webhooks​

  • Configure event triggers
  • Set callback URLs
  • Monitor webhook health

Access at Settings > Webhooks.

Firm Settings (Firm Portal Users)​

Firm Profile​

  • Firm name and branding
  • Team member management
  • Client assignment rules

User Management​

  • Add/remove team members
  • Set roles and permissions
  • Access controls

Access at Settings > Firm or User Management.

Report Scheduling​

Automate report generation and delivery:

  • Schedule recurring reports
  • Configure delivery format
  • Set recipients

Access at Settings > Report Scheduling.

Subscription​

Current Plan​

View your subscription details:

  • Plan tier
  • Billing cycle
  • Next payment date

Upgrade/Downgrade​

  • Compare plan features
  • Change your subscription
  • View billing history

Payment Method​

  • Update credit card
  • PayPal configuration
  • Billing address

Data Management​

Export Data​

Export all your data at any time:

  • Transaction history (CSV, Excel)
  • VAT returns (PDF, XML)
  • Full data backup

Data Retention​

CoralLedger retains your data for:

  • Active accounts: Unlimited
  • Closed accounts: 7 years (VAT Act Section 50)

Privacy Settings​

Control your privacy preferences:

  • Data sharing settings
  • Analytics preferences
  • Marketing communications

Access at Settings > Privacy.

Support​

Next Steps​