Maintain company details
Keep the company identity and available business settings accurate.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Only authorized users should edit company details.
Step by step #
- Open Companies and select the intended company.
- Review its name, contact, address and tax details exposed by the form.
- Correct required fields and save.
- Verify the company context and its details on a relevant document.
Understand the fields #
- Company identity: appears in relevant business outputs.
- Tax/address details: must be accurate for your transactions.
- Selected company: determines where you work.
Check the result #
Reopen the company and verify the saved values.
If something goes wrong #
Do not create a new company simply to correct a spelling error. Check the existing record first.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.