Overview
My Finance Settings includes your bank account details, business details, tax details and payment instructions.
Keeping this information accurate can help avoid issues where your details are needed for payment processing, invoicing or finance reporting.
Open My Finance Settings
Open My Shifts from the main navigation.
Select the Finance tab.
Scroll to Settings & FAQs.
Tap My Finance Settings.
You’ll see:
Bank Account Details
Business Details
Tax Details
Payment Terms
After successfully saving changes within a section, you’ll see Details Updated Successfully.
Bank Account Details
Open Bank Account Details and complete or update:
Currency — select Pounds Sterling (GBP) - £ or Euro (EUR) - €.
Bank Name
Account Holder Name
Account Number — must contain 8 numeric characters.
Sort Code — must contain 6 numeric characters.
Complete all applicable bank details carefully, then tap Save Changes.
Your Last Edited date and time will update after the details are successfully saved.
Bank details may be used for payment processing where the customer uses Automated Payments, so check the information carefully before saving.
Business Details
Use Business Details to record whether you are registered as a limited company.
Answer Are you registered as a limited company?
Select Yes or No.
If you select Yes, enter:
Business/Trading Name
Business Registration Number
Tap Save Changes.
The additional business fields are required when you select Yes.
Tax Details
Use Tax Details to update VAT and tax-related information.
Answer Are you VAT Registered? and select Yes or No.
If you select Yes, you must enter your VAT Number.
You can also update:
Start of Tax Year
Self Assessment Details
Under Self Assessment Details, answer How do you normally submit your tax returns? by selecting:
HMRC Self Assessment online
An accountant
Your Start of Tax Year supports finance reporting available from My Shifts → Finance under the Reports heading, including LAL Pro reporting features.
Tap Save Changes when finished.
Payment Terms
Use Payment Terms to add or update the Payment Instructions shown as payment terms on your invoices.
This can be particularly useful when creating manual invoices through LAL Pro.
Enter your instructions and tap Save Changes.
Common questions
Where do I add my bank details?
Go to:
My Shifts → Finance → Settings & FAQs → My Finance Settings → Bank Account Details
Why can’t I save my bank details?
Check that the required information is complete and correctly formatted.
Your Account Number must contain 8 numeric characters and your Sort Code must contain 6 numeric characters. Any warning shown beneath a field must be corrected before the changes can be saved.
Why can’t I save my Business Details?
If you select Yes to Are you registered as a limited company?, you must provide both your Business/Trading Name and Business Registration Number.
Why can’t I save my Tax Details?
If you select Yes to Are you VAT Registered?, you must enter your VAT Number before saving.
What is Start of Tax Year used for?
Start of Tax Year supports finance reporting available within My Shifts → Finance under Reports, including reporting features available with LAL Pro.
What are Payment Instructions used for?
Payment Instructions appear as payment terms on your invoices and can be used when creating manual invoices.
How do I know my changes have saved?
After a successful update, you’ll see Details Updated Successfully.
Need help?
Go to More → Support in the app to contact our Support Team.
If you’re a LAL Pro user, you can also access Priority Support for faster help, phone support and dedicated appointments with a Locum Success specialist. For more information, see How to access Priority Support with LAL Pro.