Company

Company information provides the primary context for the base currency, time zone, budgets, and disbursements.

This menu is only available to users with permission to manage company settings.

Create or update company information

1. Open Settings from the sidebar.
2. Select Company.
3. Add a logo if needed.
4. Enter the company name.
5. Enter the company email address and phone number.
6. Enter a tax number if your company uses one.
7. Select the company time zone.
8. Select the base currency.
9. Enter the company address.
10. Select Save Changes.

After saving, the company summary appears on the same page.

Change the base currency

The application asks for confirmation when you change the base currency. This affects the standard values used to consolidate and compare data.

Before confirming:

1. Make sure the new currency is the company's reporting standard.
2. Review its effect on budgets and reports.
3. Coordinate the change with the finance team.

When company information is required

Complete company information before you:

• configure budget policies;
• create budgets;
• set up disbursement processing;
• use reports that rely on the company's currency and time zone.

Next

Continue to Manage Users.