We’re thrilled to have you on board!

To get you set up for success, we’ve put together a few essential resources and tips that will help you hit the ground running and get the most out of Ember.

The Settings tab within Ember is where we store important information about your company, which we need to help everything run smoothly.

Within the Settings tab, there are several important sections.

In this tab you will find several things to update.

Companies House Auth Code - The authentication code is a 6 digit alphanumeric code issued to each company. The code is used to authorise information filed online. You will have received this code when setting up your company. If you have not received the code, or lost it, then you can request it online via the Companies House website here.

Company UTR - This is a 10 digit code unique to your company. HMRC would've issued this following your incorporation. If you have not received the code, or lost it, then you can request it be sent to you again here

Principal Activities - Here we need you to enter what your company does. This will show on your annual accounts when your accountant files these.

Address - This will show up on your invoices sent through Ember!

Industry - Here we need you to select the most appropriate industry for your company. If you are registered for VAT on the Flat Rate Scheme, this industry will be used to determine your flat rate percentage.

When did you start trading? - Please include here the date that your company started trading. This may not be the same as the date your company was incorporated.

Corporation tax registration status - Let us know if your company is registered for corporation tax so we can keep things compliant.

This is where you tell us if you’re registered for self assessment. We will then send you key reminders of your filing & payment dates to ensure you remain compliant!

Connect your HMRC and bank account(s) to feed real-time information to your Ember account.

If you are VAT registered, please enter the information requested, including your VAT number, and which VAT scheme you are a member of.

If you are not VAT registered, you can disregard this section.

Review and edit transaction rules you have set. (Feature guide: **Automate your bookkeeping with transaction rules)**

Set tax reminders to be received via email (by default you are opted in).

We’ll pull all of your bank transactional data data since the last time you filed your accounts or from your date of incorporation, but you can change it here if you want to start Ember from a different date.

Accounting entries in this tab are only intended to be used by accountants. Please get in touch with your accountant if you need to add an entry.

Your transactions power the real-time insights. This is where your income and spending show up, ready to be reviewed and categorised.

Below are some helpful guides to refer to:

Reviewing bank transactions

Navigating and Reviewing Transactions

Partially categorised transactions explained

Taking categorising transactions to the next level! 🚀

Transactions grouping explained

Uploading attachments to bank transactions

Automate your bookkeeping with transaction rules

If you use a payment provider or sales platform that takes a fee for transactions, you will need to split the transaction to account for the fee and sale. Our guide on splitting transactions is a useful reference point for this process.

The Invoices tab is where you create and send your invoices from. A couple of important notes when creating your first invoice:

Invoice number

When you create your first invoice in Ember, it will automatically be assigned the number #1. However, if you prefer to start from a different number, you will see a prompt to set your preferred starting invoice number when you click the + New invoice button for the first time.

Once you've sent your first invoice with Ember, you won't be able to change its number.

VAT registration number and registration date

For VAT-registered businesses, it's essential to provide your VAT details to ensure accurate invoicing. You'll need to include your VAT registration number on invoices as required by law.

You can enter these details in the provided modal after confirming your invoice number if you haven’t already added these details in VAT Settings.

Here are some useful guides, with more available in our Help Centre:

How to create an invoice

Editing an invoice

How to mark an invoice as paid (if you invoice outside of Ember, just categorise and review the invoice payment to Sales)*

How to write off an invoice

Recurring invoices

You can add any business expenses paid for with personal funds into Ember via the Expenses tab, to reflect as an amount owed to you the director. This can include all pre-incorporation costs associated with setting up your company. When you pay yourself back remember to categorise the repayment to the Director’s Loan category.

You can collaborate in Ember with your accountant and other team members. To do this, the Ember account owner can give them access by going to Settings > Manage Users and send them an invite.

Right now, invited users will have full access to everything.