SettingsOrganisation Information
Organisation Information Screen
A tour of the Organisation Information screen's tabs, from working days and terminology to bank details, VAT, your financial year, and branding, and how changes save.
Open Settings > Business > Organisation Information when you need to change the business details Work Planner uses for planning, documents, customer communication, and payment setup. The screen has a tab for each part of your setup, down the left on a computer or in the dropdown at the top on a phone. If you manage more than one business, use the selector at the top before you start editing so you are changing the right record.
The Tabs
- Company Address: holds the business address, contact details, website, and the saved geocode used by map-based features.
- Bank Information: stores the bank details you may want to show on customer-facing documents or use in payment instructions.
- Finance Options: VAT & Currency tells Work Planner whether this business is VAT registered and, if it is, which VAT number belongs to it, and sets the currency shown across the app and on your documents. Financial Year sets the month and day your accounting year begins, which drives every annual figure and date shortcut in the app.
- Income Tax: appears when your plan includes Making Tax Digital, for the details HMRC needs with your Income Tax updates, such as your National Insurance number.
- Working Days: sets which days count as working days, the shared planner hours for those days, whose bank holidays you keep, and what should happen when a scheduled job lands on a non-working day.
- Work Settings: Terminology changes the word Work Planner uses for a collection of jobs, such as round, area, route, or your own custom term. Worksheet Defaults chooses the name a new worksheet starts with, such as today's date, the round name, or the due date, and the Route time per job: the minutes the Route popup allows at a job with no duration of its own when it times and orders a worksheet. Leave it blank for 25 minutes. Record Labels chooses whether jobs and customers are identified by customer name, address, or reference wherever the app has room for only one piece of information.
- Branding: lets you upload or remove the business logo used across branded surfaces, and holds your brand colours, fonts and social links for your designs to use.
Financial Year (Finance Options)
Pick the month and day your accounting year starts on. Work Planner defaults to 6 April, the UK personal tax year, which is what most sole traders and partnerships use. Limited companies commonly start on 1 April, and some businesses run a calendar year from 1 January. The line under the selectors always shows the exact dates your current year runs between, so you can check it.
- Annual figures follow it: the Annual Expenses card on the Expenses screen shows your spend so far this financial year rather than a rolling twelve months, so the number lines up with what you will file.
- Reporting follows it: on Reporting, the Yearly grouping buckets rows into financial years labelled like FY 2026/27, and Statements and Ledger open on the current financial year when you have not chosen a date range.
- Date shortcuts follow it: date filters across the app gain This FY and Last FY options. Hover either one to see the dates it covers. If your financial year starts on 1 January they simply read This Year and Last Year.
- VAT is not affected: the VAT report stays on calendar months and quarters, because those are the periods HMRC returns are filed for.
- Set per business: like the rest of this screen, the financial year belongs to the business selected at the top. Reports covering several businesses at once use the financial year of your primary business.
- Only real dates are offered: the day list adapts to the month you pick, so you cannot save something like 31 February. 29 February is not offered either, since it does not exist in three years out of four.
Record Labels (Work Settings)
Lists, dialog titles, and notification lines often have room for only one piece of information about a job. Pick whichever one your team recognises a stop by. Round-based work usually reads best as an address, while other businesses recognise a customer by name.
- Customer Name: shows who the work is for, such as Mr John Smith. Where a customer has no personal name, the company name is used.
- Address: shows where the work is, such as 12 Elm Road, Oxford, OX1 2AB. A job with its own address uses it, and anything the job leaves blank is filled in from the customer record.
- Reference: shows the job reference, or the customer reference on screens where there is no job.
- When something is missing: records are never left blank. If the information you picked is not on a record, Work Planner falls back to the others, and finally to the job number such as Job #1042.
- Set per business: like the rest of this screen, the choice belongs to the business you have selected at the top, so businesses that work differently can be labelled differently.
- On the jobs map: each pin's summary in the Jobs Map Popup is titled with this label, with the address underneath when the label is not already the address.
Saving
There are no save buttons. Changes save as you make them: a toggle or dropdown saves straight away, and a text field saves when you leave it, including when you move to another tab. A note in the corner of the screen says when your changes have saved.
- Something still needed: if a change needs another field first, such as a VAT number after turning on VAT Registered, the note says what is needed, and everything else you change still saves.
- A change that could not be saved: the field says why, and its tab gets a red dot. If you have already moved to another tab, Work Planner takes you back to it.
Where These Settings Show Up Later
- Planner and scheduling: working days, planner hours, and non-working-day handling feed into date planning and due-date calculation.
- Bank holidays: the bank holidays you keep are named on the planner and on Work > Team, and count as everyone off when you give out work. They never move a job.
- Worksheet routes: the Route popup starts from the company address when a phone's location is not available, uses the working hours to suggest when you leave, and allows the route time per job at each job without a duration.
- Annual figures and reporting: the financial year start decides which twelve months count as "this year" on the Expenses summary and in the Reporting screens, and adds the This FY and Last FY date shortcuts.
- Documents and emails: your address, logo, bank details, VAT details, and business wording can all appear again in templates and outbound communication.
- Integrations: company email and business details are reused when services such as GoCardless or email sending need organisation information.
- Lists, popups, and notifications: the record label you choose is used where a screen has room for only one piece of information about a job, such as the reorder dialog on a round, dialog titles, and notification lines. Lists that already give the customer and address their own columns keep showing those columns. Invoices, quotes, and messages sent to customers always use the real customer name whatever you pick.
Related articles
- Working Days and Non-Working-Day Job Handling: the detailed guide to the planning rules on this screen.
- Bank Holidays: choosing whose bank holidays you keep, and where they show.
- Branding and Business Details: covers terminology, address lookup, contact details, and logo management.
- Bank and Payment Details: focuses on bank fields, VAT settings, and what they affect later.