Neriyam
Open App

Company Profile

Your organization's legal identity, logo, GSTINs, locations, bank accounts, and activated modules.

Company Profile#

The Company Profile page holds everything about your organisation as a legal entity — the information that appears on invoices, purchase orders, delivery notes, and statutory documents. Neriyam pulls from here when printing documents and when deciding tax applicability.

Settings › Company Profile in the sidebar.

Above the tabs, a logo card shows your current logo with upload / change / remove actions.

  • Upload Logo when none is set
  • Change Logo to replace an existing one
  • Remove Logo to clear it (a confirmation dialog appears)

Accepted formats: PNG, JPG, JPEG, GIF, SVG. Maximum size is governed by the Max Attachment Size setting in System Settings.

Use a square image with a transparent background (SVG or PNG) for best results. The logo appears in the sidebar, the header, and on all printed documents.

Tabs#

Company Profile is split into five tabs. Content of each is below.

Company Details#

Editable core fields.

FieldRequiredNotes
Organization NameYesThe display name shown in the sidebar/header
Legal NameNoRegistered legal name for printed documents
Short CodeNoUp to 5 chars; a brief identifier
Company TypeNoPrivate Ltd, Public Ltd, Partnership, etc. — dropdown scoped to your country
Registration NumberNoCompany/CIN number
Tax ID / PANNoIn India, this is your PAN
Company EmailNoPrimary business email
WebsiteNoURL

Save computes the diff — only changed fields are sent. A toast confirms success.

GST Details (India only)#

Visible only when your Country is set to India.

A read-only table of your GSTIN records — one per state where your organization is GST-registered. Columns:

  • GSTIN (15-character number)
  • State and GST State Code
  • Trade Name
  • Booleans (Composition, SEZ, EOU, E-Invoice Applicable)
  • Active (status badge)
  • Registration Date

GSTIN records are displayed read-only on this page. Contact support to add or change GSTIN records on your organization.

Locations#

Read-only cards showing your business locations — the physical sites a warehouse can belong to. Each card shows:

  • Code
  • Name
  • Location Type badge (Factory / Office / Branch / Warehouse / Other)
  • Is Default badge
  • Is Active badge
  • Address (comma-joined)
  • Contact info with mail/phone icons

Locations are read-only on this page. Contact support to add or change locations.

Bank Accounts#

Full CRUD — add, edit, deactivate, and delete your own organization's bank accounts. These are the accounts you want printed on invoices and quoted to customers for payment.

Fields for each account: Account Holder Name, Bank Name, Account Number, Branch Name, Account Type, IFSC Code, SWIFT Code, IBAN, Bank Details, Country, Currency, Is Default.

See Bank Accounts for the field reference and conventions — the same structure applies to customer and supplier bank accounts.

Modules#

Read-only list of modules activated for your organization — Sales, Purchase, Inventory, Manufacturing, etc. Each appears as a badge showing Code — Name.

The sidebar entries you see are driven by this list combined with your role's permissions. To activate or deactivate a module for the organization, contact support.

Permissions#

ActionPermission
ViewTENANT.VIEW_TENANT or TENANT.MANAGE_TENANT
Edit Company Details, manage Bank Accounts, upload/remove logoTENANT.MANAGE_TENANT

Without edit permission, the page is view-only with a banner explaining the restriction.

Last updated