Company Configuration
Maintain your company information used across records and communications.
Intended for: AdministratorsAdministrator GuidesLast updated 2026-09-18
Required permissions: Admin role.
Company settings hold the name, contact details, address, timezone, and default currency used across the platform.
Before you begin
- Admin account
- Your company's official details
Step-by-step instructions
- 1
Open Settings
Go to Settings in the System group.
- 2
Complete company information
Company name is required; contact email, phone, address, city, country, timezone, and default currency (CAD/USD) complete the record.
- 3
Save
Saving records the change in the audit trail under settings_updated.
Expected result
Your company information is current across the platform.
What happens next
Invite the users your team needs.
Fields explained
- Default currency
- Used as the default on new quotations and invoices, changeable per record.
Troubleshooting
Save button does nothing
Check that the company name field is filled, it is required.
Related guides
Related module
Configuration and Settings module pageWas this guide helpful?
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