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.
Header — your logo#
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.
| Field | Required | Notes |
|---|---|---|
| Organization Name | Yes | The display name shown in the sidebar/header |
| Legal Name | No | Registered legal name for printed documents |
| Short Code | No | Up to 5 chars; a brief identifier |
| Company Type | No | Private Ltd, Public Ltd, Partnership, etc. — dropdown scoped to your country |
| Registration Number | No | Company/CIN number |
| Tax ID / PAN | No | In India, this is your PAN |
| Company Email | No | Primary business email |
| Website | No | URL |
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#
| Action | Permission |
|---|---|
| View | TENANT.VIEW_TENANT or TENANT.MANAGE_TENANT |
| Edit Company Details, manage Bank Accounts, upload/remove logo | TENANT.MANAGE_TENANT |
Without edit permission, the page is view-only with a banner explaining the restriction.
Related#
- System Settings — regional and formatting settings
- Bank Accounts — the detailed reference for the bank accounts tab
- Warehouses — which point at Locations configured here
- Tax Setup — where your tax components and rates live
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