Organization Management
An organization is the unit that holds all business data in ccMonet. You must be in an organization to use any features. On the App, you can create organizations, edit basic information, and switch between organizations.
Organization Management
An organization is the unit that holds all business data in ccMonet. You must be in an organization to use any features. On the App, you can create organizations, edit basic information, and switch between organizations.
Quick Start
Create an organization: After registering your account, tap "Create New Organization" on the organization list page. Fill in the organization name, country, and base currency. After creation, the system automatically initializes default configurations including chart of accounts, tax codes, and approval flows.
Edit organization info: App > Side menu > Settings > Company Profile. You can edit the organization name, address, contact details, timezone, company language, and other basic information.
Switch organizations: Tap the organization switcher in the side menu and select the organization you want to enter. One account can join multiple organizations, and you can switch at any time.
Member management, role management, billing subscriptions, detailed Fiscal Year Schedule management, bill contacts, email settings, and other advanced settings must be done on a computer — see the full list at the end of this page.
Detailed Guide
Create an Organization
Entry: App > Organization list page > "Create New Organization"
You need an active paid subscription to create a new organization.
Fill in the following information:
| Field | Required | Details |
|---|---|---|
| Organization name | Yes | Your company or team name |
| Country | No | Cannot be changed after creation. The system automatically sets the date format and default language based on the country |
| Base currency | No | The organization's default currency. Cannot be changed after the first setting |
| Company language | No | Language used for generating PDFs and other documents. Auto-filled based on the selected country; can be changed manually |
| Timezone | No | The organization's timezone |
| Industry | No | Your industry |
| Fiscal year end month | No | The end month of the accounting year. Cannot be changed after the first setting |
After creation, you automatically become the organization owner with the highest permissions. The system asynchronously initializes default configurations including the expense claim approval flow, chart of accounts, and tax codes.
Basic Info Editing
Entry: App > Side menu > Settings > Company Profile
You can edit: organization name, logo, email, address, postal code, phone, industry, timezone, date format, company language, and more.
Fields that cannot be changed: Country cannot be changed after creation. Base currency and fiscal year end month cannot be changed after the first setting (organizations under the FastStatement channel are not subject to the fiscal year end month restriction).
Managing the Fiscal Year Schedule (an editable table of your organization's complete fiscal year history, supporting multiple fiscal years with day-level precision) and maintaining bill contacts currently require a computer.
Base Currency
Base currency is the organization's default currency, used for:
- Converting amounts in different currencies to a common basis for summaries
- Converting different currencies to a unified amount in expense claims
Base currency cannot be changed after the first setting. Please choose carefully.
Switch Organizations
Entry: App > Side menu > Organization switcher
Tap the organization switcher and select the target organization. All subsequent operations will be in that organization's context. The App automatically selects the organization you last used. If the previous organization is no longer valid, it defaults to the first one.
Notification Settings
Entry: App > Side menu > Settings > Notification Settings
You can toggle each notification type on or off as needed.
| Notification Type | Description |
|---|---|
| Upload error | Alerts for file upload or AI recognition errors |
| Expense claim approval result | Notifications when expense claims are approved or rejected |
| Pending expense claim approval | Notifications when new expense claims need your approval |
| Comment message | Notifications when someone comments on a document mentioning you |
| Product price change | Alerts when product prices change |
Status Reference
Role Permission Comparison
| Role | Description |
|---|---|
| Owner | The organization creator, with the highest permissions |
| Admin | Organization administrator; permissions depend on configuration |
| Staff | Regular organization member; has personal expense claim permissions by default |
| Custom role | Flexibly configured permissions through custom roles |
Common Scenarios
I just created an organization. What should I do next?
- Complete the organization name, logo, and basic information
- Set the base currency and fiscal year end month (cannot be changed after the first setting; please choose carefully)
- If your company was just founded and its first year is less than 12 months, or you need to manage multiple fiscal years, set up the Fiscal Year Schedule on a computer
- Then on a computer, invite team members, configure role permissions, and set up approval flows
I chose the wrong base currency. Can I change it? Base currency cannot be changed after the first setting. If you chose incorrectly, you will need to create a new organization.
How do I switch to another organization? Tap the organization switcher in the side menu and select the target organization. One account can belong to multiple organizations at the same time.
How do I change my notification preferences?
App > Side menu > Settings > Notification Settings. Toggle each notification channel on or off as needed.
Can I change the wording of emails sent to customers from the App? No. Email template customization is currently only available on a computer; the App does not support it yet.
The following features must be done on a computer: member management (add/edit/remove members), role management (create/edit custom roles), billing subscriptions, workflow settings, tax settings, detailed Fiscal Year Schedule management (multiple fiscal years, day-level adjustments), bill contacts, email settings (forwarding mailboxes and custom email templates), custom field configuration, Accounting & Operations Settings, Data Check, and deleting/copying/resetting an organization.
For other questions, please contact the customer support team.
Approval Workflow
The approval workflow is the core mechanism in ccMonet for reviewing and authorizing documents. On the App, you can process pending approvals anytime, anywhere, with support for approving, rejecting, [adding approvers](#add-approver), and [reassigning](#reassign).
Account & Authentication
Manage your ccMonet account: sign up, sign in, security verification, and personal settings. One account can join multiple [organizations](organization) and switch between them freely.