Organisation settings

Last updated:
November 26, 2023

Note: Organisation settings options are only available to users with the Practice Admin or Manager user role.

To access the organisation settings

Note: The options are specific to the individual organisation.  For options that affect the whole practice, you can use the Practice Settings option.

  1. From the main Spotlight screen, select the three dots then, click Settings.
  2. Make any required changes, then from the bottom of the page, click Save.

The settings available

The settings are held within separate tabs.

Organisation Settings

The following options are available within the Organisation Settings tab:

  • Organisation Name - The name you entered for the organisation when you created it.
  • Location - The optional location for the organisation. This information doesn't appear on reports.
  • Internal ID - The optional internal ID for the organisation. This information doesn't appear on reports.
  • Logo - You can add a logo specific to this organisation or group. This overrides any logo you added in your practice settings.
  • End of Financial Year - The year end for the organisation or group (balance date).
  • Currency Label for Report - This should be set to the currency you use in your accounting system.
  • Delete organisation - Permanently delete the organisation or group from Spotlight. This option cannot be undone.

Formula Gallery

From this tab, you can view and edit all of the formulae available to this organisation, as well as creating your own.  For further information about how to use the formula gallery, please refer to our separate Formula Gallery article.

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