Company settings
Review and complete the basic setup for your account by configuring the company profile and global settings, and uploading your company logo using linked help topics and training videos.
Configure the company profile
The company profile is available in Settings (
) > Company Settings > Profile.
| Step | Task description | Help topic | Training videos | Application form |
|---|---|---|---|---|
| 1 | Fill in the account profile information, such as the address, firm type, size, and external applications. | View | Not available | |
| 2 | Configure the global settings, such as the default currency, fiscal year, transaction locking, and rounding. | View | Not available | Not available |
| 3 | Specify the default numbering. | View | Not available | Not available |