Organisation Information Screen
A tour of the Organisation Information screen, including working days, terminology, address details, VAT, your financial year, bank details, and branding.
Open Settings > Organisation Information when you need to change the business details Work Planner uses for planning, documents, customer communication, and payment setup. If you manage more than one business, use the selector at the top before you start editing so you are changing the right record.
What Is On This Screen
- Working Days: sets which days count as working days, the shared planner hours for those days, and what should happen when a scheduled job lands on a non-working day.
- Terminology: changes the word Work Planner uses for a collection of jobs, such as round, area, route, or your own custom term.
- Bank Information: stores the bank details you may want to show on customer-facing documents or use in payment instructions.
- Company Address: holds the business address, contact details, website, and the saved geocode used by map-based features.
- VAT Registration: tells Work Planner whether this business is VAT registered and, if it is, which VAT number belongs to it.
- Financial Year: sets the month and day your accounting year begins, which drives every annual figure and date shortcut in the app.
- 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.
Financial Year
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 before saving.
- 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
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.
One Thing To Know Before You Save
Each card has its own Save Changes button, but the page currently submits the full Organisation Information state each time. In practice, that means if you change the address, the logo, and the working days, then click the save button on one card, Work Planner sends the whole page state together.
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.
- 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.
- 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.