Entity General Settings
General settings control the basic configuration for a specific entity (company). These settings affect how invoices are processed, how reports are calculated, and how the entity is displayed across the platform.
Only entity Admins can modify general settings.
Accessing General Settings
- Switch to the entity you want to configure using the company switcher in the top bar.
- Go to Entity Settings and select the General tab.
Company Name
The display name for this entity. This name appears in the company switcher, on reports, and throughout the platform. Update it if your company name changes or if you want a more descriptive label.
Currency
The default currency for invoices and reporting within this entity. This determines the currency symbol and formatting used when displaying monetary values.
Fiscal Year Start
Set the month your fiscal year begins. This affects how reporting periods are calculated across the dashboard and in any period-based reports. For example, if your fiscal year starts in July, "Q1" runs from July through September.
Company ID
A unique identifier for this entity. This is a system-generated value and is read-only. You may need to reference it when working with integrations or contacting support.
Learn More
- Entity Feature Toggles -- Enable or disable specific platform capabilities for this entity.
- Managing Users (Entity) -- Control who has access to this entity and what role they have.