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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​

Coming Soon

API key management and webhook configuration are planned for a future release and are not currently available.

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​

Schedule report generation and delivery:

  • Schedule recurring reports
  • Configure delivery format
  • Set recipients

Access at Settings > Report Scheduling.

Appearance​

Customize the look and feel:

  • Theme selection (Light, Dark, System)
  • Sidebar collapse preference
  • Compact mode

Access at Settings > Appearance. Learn more: Appearance Settings

Subscription & Licensing​

Manage your subscription and license:

  • View current plan and status
  • Usage statistics
  • License key activation
  • Plan comparison

Access at Settings > License. Learn more: Billing & Licensing

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 Comply retains your data for:

Privacy Settings​

Control your privacy preferences:

  • Data sharing settings
  • Analytics preferences
  • Marketing communications

Access at Settings > Privacy.

Support​

Next Steps​