Initial Company Setup

Have the approved legal name, address, contact details, logo, and base currency ready.

1. 1
   Open Company Settings for the correct organization.
2. 2
   Enter the legal name, contact and address details, logo if offered, and intended base currency.
3. 3
   Save, reopen the profile, and preview a document if you added a logo.
4. 4
   Reopen the company profile and check the legal name, address, currency, and time settings.
5. 5
   Preview a document so the team can see how those details will appear externally.

If a detail is wrong after transactions exist, coordinate the change with Finance.

The profile identifies your company on supported documents. Editing it does not rewrite posted records.

WARNING: Verify legal details and currency before live posting; do not rely on an unverified PDF print-resolution promise.

Check required profile fields and that you are editing the intended organization. Ask an administrator for company-settings access if needed.