How to Edit Entity Settings and Fiscal Details

Last updated: May 5, 2026

Overview

Entity settings in Campfire control the foundational details of your organization — the legal entity name, description, currency, and fiscal year configuration. Getting these right matters because they flow through to reporting, close management, and revenue recognition. This guide walks through how to update them.

Step 1 — Navigate to Entity Settings

In Campfire, go to Settings -> Entities -> Edit on the entity that you would like to edit.

Populate the following Fields for the Entity:

Field	Description
Entity Name	Legal name of the entity
Description	Internal label for the entity
Currency	Functional currency for the entity
Parent Entity	The parent this entity rolls up to
Logo URL	Upload or link a logo for the entity
Fiscal Year Day (1-31)	The day of the month the fiscal year ends
Fiscal Year Month (1-12)	The month the fiscal year ends
Prepaid Amortization — Use Whole Months	When enabled, prepaid amortizations use whole-month accounting. Start month is always a full month and partial end months are excluded. Inherits from company settings by default
Closed Period Payments — Allow Payments in Closed Periods	When enabled, users can apply existing bank transactions as payments to invoices and bills even when the transaction date falls in a closed subledger period. A warning is shown before applying
Active	Marks the entity as active or inactive