Company Settings Guide
Company settings control the organization identity and defaults that appear across documents, reports, billing, procurement, sales, and support workflows.
Settings To Confirm
- Company name: Confirm the legal or operating name users expect to see.
- Logo: Upload a clear logo for documents, receipts, quotations, purchase orders, and reports when supported.
- Address and contacts: Add official address, email, phone, and support contact details.
- Tax details: Confirm tax registration or VAT details if your organization uses them.
- Currency and time zone: Make sure reports, transactions, and timestamps match your operating location.
- Notification preferences: Confirm who receives alerts for approvals, stock, billing, support, and workflow events.
Who Can Change These Settings
Company settings should normally be managed by tenant admins or authorized operations leads. If a setting affects invoices, purchase orders, accounting, or legal details, confirm changes with the responsible business lead before saving.
Before launch: Print or preview one sample document after updating company settings so you can confirm names, addresses, logos, tax details, and contact information look correct.
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