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Edit administration details
Review the standard setup and manage an administration’s settings.
When an administration is created, Boekhouden assigns a customary chart of accounts, central account mappings, a standard VAT profile and quarterly returns. Review this setup once. Administration details may differ from your personal account profile.
Step by step
- 1Open the correct administration and choose Settings.
- 2Review General, Fiscal years, Chart of accounts, Sales, Purchases and VAT, then confirm Setup reviewed.
- 3Review the name, business and address details and edit only what actually changed.
- 4View country and legal form as fixed, read-only details. They cannot be changed through the normal administration-details form.
- 5Review Tax return type: IB, VPB or No IB/VPB. This choice remains editable. Changing the setting alone does not recalculate existing postings or historical depreciation schedules.
- 6Check the accounting currency and timezone. The accounting currency cannot be changed after financial use.
- 7Read validation messages for each field and choose Save administration.
- 8Then review the header and any relevant documents or views in which the details appear.
What is on the screen?
- Name and optional business details
- Address details
- Fixed country and legal form
- Accounting currency and timezone
What happens next?
Settings remain editable later. Changes apply to new actions or new effective periods and do not rewrite historical documents, tax facts, returns or journal entries. EU B2C and OSS are configured only when you record that they actually apply. Normal changes are blocked in an archived or suspended administration.
Common situations
Continue reading
Administration activity
Review who performed important access and management actions within an administration.
Read guidance →Fiscal years
Review the annual result and manage closing, reopening and boundaries of open fiscal years.
Read guidance →VAT settings and VAT accounts
Set the VAT regime, invoice or cash accounting, rounding and required account mappings.
Read guidance →