Setup
Maintain the company profile
Keep the legal, tax, and accounting profile used by downstream workflows accurate.
When to use it
- Maintain Company Profile and registration facts
- Maintain Tax Registration
- Maintain Addresses & Contacts and the optional 2307 representative
- Review Accounting Setup before processing invoices
Before you begin
- Open the required client workspace
- Have permission to update the company profile
How to use it
- 01
Open Company Profile
In the workspace navigation, open Setup, then Company Profile.
- 02
Review the four tabs
Check Company Profile, Tax Registration, Addresses & Contacts, and Accounting Setup. Philippines, PHP, and Asia/Manila are fixed in this version.
- 03
Edit one section
Select Edit in the section you need, then Save or Cancel. Resolve any field-level validation message before saving.
- 04
Review history
Use Change History in the page header to inspect the actor, action, and changed fields.
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.
- The built-in RDO and PSIC catalogs are limited Beta subsets; do not guess a missing code.
- Changes are recorded in the audit trail when applicable.