Company & Tenant Settings

Have the correct legal name, address, contact details, and currency ready before editing the company profile.

1. 1
   Open Company Settings for the correct organization.
2. 2
   Review the company name, address, contact details, and base currency shown.
3. 3
   Edit the supported fields, save, and reopen the page to confirm them.
4. 4
   Preview a new document after saving to confirm the updated details appear as expected.
5. 5
   Tell colleagues who issue documents when a company detail has changed.

Existing documents may preserve the details that were current when they were created.

Finance should check currency and tax settings before posting. Previously issued documents and posted journals do not change when profile details are edited.

WARNING: Changing company details does not retroactively rewrite issued documents or posted journals. Download and inspect any regenerated document before sending it.