Manage company settings

Company settings contain the foundations Arcarius uses for one specific company. Open the company and select Settings. Alternatively, go to Settings → Organization → Companies and open the settings for the company you need.

With bexio, you normally do not enter this information manually. When you connect bexio, Arcarius imports the available company and accounting information automatically through the connection you approve in bexio. Review the imported values and only adjust what should be different in Arcarius.

General: review master data

Under General, you will find details such as:

• company name and logo,
• legal form and UID,
• address, registered office, industry, and company purpose.

These details are reused in several modules, including Reporting. Keep them current. Changes in Arcarius do not automatically change the master data in your accounting system.

Arcarius: manage context and approvals

If the respective features are available for the company, the Arcarius tab contains:

• Instructions for how Arcarius should work,
• Company Memory with useful long-term context,
• Agent approvals and standing authorizations.

These settings do not change accounting data. They control which context Arcarius uses and which actions require approval or are blocked.

Accounting: check the foundations

Under Accounting, review the settings Arcarius uses to classify and analyze your data:

• accounting standard and currency,
• start and end of the financial year,
• most recent completed reporting date,
• accounting provider and accounting language,
• VAT method,
• whether the company works without subledgers.

For a connected bexio company, you approve access directly in bexio. You do not enter a bexio API key in Arcarius. If the connection needs to be renewed, Arcarius shows a notice; the steps are explained in Connect and reconnect bexio.

For Run My Accounts, the client name and API key are part of the technical connection. See Connect Run My Accounts for how to set up and renew them.

If you change the financial year or another important accounting foundation, Arcarius may need to rebuild affected data. Wait for the update to finish before continuing in another module.

Review the account mapping

The Account mapping assigns the accounts from your bookkeeping to the balance sheet and income statement positions used by Arcarius.

1. Pay particular attention to accounts marked as new, changed, or not yet assigned.
2. Change an assignment if it does not match the presentation you need.
3. Save your changes and confirm that you have reviewed the mapping.
4. Wait until Arcarius has updated the accounting data using the new assignments.

Until the mapping has been confirmed, Arcarius directs you to this review before opening the specialist modules. This prevents reports or closes from using unchecked assignments.

If your chart of accounts changes later, Arcarius may ask for another review. You do not need to rebuild the entire mapping regularly – focus on the changes Arcarius marks.

VAT settings for Run My Accounts

For a company using Run My Accounts, an additional VAT mapping section is shown. There you review how RMA tax keys and VAT accounts are assigned in Arcarius. See Connect Run My Accounts for detailed guidance.

Who can change what?

Your organization controls who may edit master data, accounting information, VAT, or the account mapping under Collaboration & permissions. Without the corresponding permission, you can still view the information but cannot change it.

Read more: Collaboration & permissions · Onboarding · Data freshness.