Company Profile

The Company Profile page contains your organization's core information — legal name, contact details, tax registration, and branding. This information appears on printed documents like purchase orders, invoices, and delivery notes.

Accessing Company Profile#

Navigate to Settings > Company Profile to view and edit your company information.

Company Information#

• Company Name — your organization's display name (shown in the sidebar and header)
• Legal Name — the registered legal name used on official documents
• Short Code — a brief identifier for your company
• Registration No. — company registration number
• Tax ID — tax identification number (e.g., PAN in India)

Regional Settings#

• Country — determines available tax configurations and address formats
• Base Currency — the primary currency for all transactions (read-only after setup)
• Timezone — used for date/time display across the application
• Date Format — choose from formats like DD-Mon-YYYY, DD/MM/YYYY, YYYY-MM-DD
• Fiscal Year Start Month — the month your financial year begins

Company Logo#

Upload your company logo to have it appear on:

• Printed documents (purchase orders, invoices, delivery notes)
• The application header (next to your company name)

Contact Information#

The primary contact information for your organization:

• Contact Person — name and designation
• Email — primary business email
• Phone — landline number
• Mobile — mobile number

GSTIN Records#

For Indian companies, you can manage multiple GSTIN (GST Identification Number) records — one per state where your company is registered.

Each GSTIN record includes:

• GSTIN — the 15-character GST number
• State — the state this registration belongs to
• Trade Name — the registered trade name
• Composition Scheme — whether this registration is under composition scheme
• SEZ — whether this is a Special Economic Zone unit
• E-Invoice — whether e-invoicing is applicable