Access & workspace
Maintain company settings
Keep the legal, tax, and accounting profile used by downstream workflows accurate.
When to use it
- Set company identity and tax details
- Review accounting configuration before processing invoices
Before you begin
- Open the required client workspace
- Have permission to update company settings
How to use it
- 01
Open Settings
In the workspace navigation, open Settings, then Company settings.
- 02
Review each section
Confirm company identity, registration, tax, and accounting information. Required fields are validated before saving.
- 03
Save the changes
Submit the form and resolve any field-level validation message shown by the page.
System screenshot
What happens next
The current company profile is saved for later accounting and tax workflows.
Good to know
- Do not use another company’s registration or tax information.
- Changes are recorded in the audit trail when applicable.