Settings

Firm details, defaults and reminder templates.

Firm details

Job type colours

Used everywhere — kanban, calendar, badges.

Annual Accounts
#3b7ad9
Corporation Tax
#8a4fd6
VAT Return
#e89a3d
Payroll
#e8c93d
Self Assessment
#4ea874
Bookkeeping
#4ea0a8
Confirmation Statement
#7a8290
CIS
#4ea0a8
Income Tax – MTD
#4ea874
P11D
#e8c93d
Ad Hoc
#4ea0a8

Email signature

HTML signature appended to the bottom of every reminder email sent via Outlook (scheduled reminders and manual reminders from a job). Paste in raw HTML — links, images and formatting all supported. Leave empty to send plain-text emails with no signature.

OneDrive backup

A full JSON backup of your planner is uploaded to your OneDrive at 18:00 every day (whenever the app is open). Files are saved to the Arcwells Backups folder. If the app isn't open at 18:00, the backup runs the next time you open it that day.

Last backup: never

Reminder templates

Self Assessment
Trigger: 300 days before deadline
VAT Return
Trigger: 7 days after deadline
Annual Accounts
Trigger: 14 days after deadline
Confirmation Statement
Trigger: 28 days before deadline
Corporation Tax
Trigger: 14 days before deadline
CIS
Trigger: monthly on day 6
Payroll
Trigger: 0 days before deadline

Placeholders: {{client_name}}, {{company_name}}, {{deadline_date}}, {{period_end}}, {{service_type}}, {{firm_name}}, {{assigned_staff}}, {{vat_quarter}}, {{tax_year}}

Default job checklists

These items are auto-added as subtasks when a new job of the selected type is created.

Backup & restore

Download a full backup of your system (clients, jobs, tasks, reminders, team, leave, templates, checklists, firm details) as a JSON file. You can restore it later if anything goes wrong.

Restoring replaces all current data. The current state is auto-downloaded as a safety backup before the restore is applied.