Company Setup holds your company identity and the system-wide rules every transaction obeys — currency, financial year, tax registration, number formatting and which optional modules are switched on. It is configured during onboarding and can be revisited at any time.
Where to find it
Go to Setup > Company > Company Setup.
1. Basic Information
| Field | Description |
|---|
| Name (to appear on reports) | Your company name as it should print on every document and report. |
| Address | The physical address shown on invoices. |
| Company PAN | Permanent Account Number, used for tax purposes. |
| Phone Number / Fax Number | Contact details printed on documents. |
| Email Address | The address used for official communication. |
| BCC Address for all outgoing mails | Blind-copies every outgoing email here, which gives you a record of what the system sent. |
| Company Reg | Your company registration number. |
| Country | Drives tax behaviour and which country modules are available. |
| State/Province/County | Required where tax is levied at state level, such as GST in India. |
| Home Currency | The currency your books are kept in. Everything converts to it. |
| Subscription default currency | The currency used for subscription billing. |
2. Document and Price Settings
| Field | Description |
|---|
| Max day range in documents | How far a document date may be moved from today. A guard against date typos. |
| Base for auto price calculations | The sales type all other price levels are calculated from. |
| Add Price from Std Cost | A default markup percentage applied over standard cost when pricing items. |
| Round calculated prices to nearest | Rounding applied to calculated prices, for example to the nearest 10. |
3. Database and Time Settings
| Field | Description |
|---|
| Database Scheme Version | The current database schema version. Read-only, useful when reporting an issue. |
| Time Zone | Sets timestamps on transactions and audit records. |
4. General Ledger Settings
| Field | Description |
|---|
| Fiscal Year | The active financial year you are posting into. See Financial Years. |
| Tax Enabled | Whether tax applies to transactions at all. |
| Income Tax No | Your income tax registration number. |
| GSTNo / VAT No | Your GST or VAT registration, printed on tax invoices. |
| Tax Periods | How often returns are filed — monthly, quarterly and so on. |
5. Separators and Formatting
| Field | Description |
|---|
| Thousand Separator | The character grouping thousands, commonly a comma. |
| Decimal Separator | The character marking decimals, commonly a period. |
| Page Size | Default paper size for printed documents, such as A4 or Letter. |
| Decimal Places | How many decimals to show for prices, amounts and quantities. Set separately for each. |
6. Optional Modules
| Setting | Effect |
|---|
| Use Branches | Enables branch tracking, so transactions and stock can be reported per location. |
| Use Branches and Departments | Adds departments on top of branches, for analysis by internal function. |
| Grid POS | Switches the point-of-sale screen to the grid layout. |
Branch and department fields appear throughout Sales, Purchases and Payroll only when enabled here.
7. Cron Options
Scheduling settings for the background jobs that send automatic reports, generate recurring invoices and run other timed tasks.
Three fields here are foundational and awkward to change once you have posted transactions: Home Currency, Country and the Fiscal Year. Confirm them during onboarding rather than after.
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