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Company field guide
Screens: /setup, /admin/company-profile, and /admin/general-settings. Company Profile owns identity and print information; General Settings owns feature configuration. Reviewed against the company request types, creation/update service, and setup interface.
Identity and location
| Field | Purpose and use | Verified input behavior |
|---|---|---|
| Company Name | Name used to identify the business in the application | Required when creating; service trims spaces and rejects blank input |
| Legal / Registered Name | Formal name when it differs from the operating name | Optional string, trimmed |
| Business Type | Business-form classification | Setup offers named choices; the service accepts a string |
| Industry | Operating-sector classification | Setup offers named choices; the service accepts a string |
| License / Registration No. | Registration reference for the business | Optional string; not an automatic registration verification |
| Country | Company location and source of certain configuration defaults | Optional string at service level; choose deliberately in setup |
| State / Province / Emirate | Regional location used in the company address and relevant tax context | Optional trimmed string |
| City | Locality in the business address | Optional trimmed string |
| Address Line 1 / 2 | Street, building, and supplementary address details | Optional trimmed strings |
| Postal / ZIP Code | Postal routing reference | String, preserving non-numeric formats |
| Phone | Company contact number | String; not a user account |
| Company contact address | String in the reviewed company service; do not infer email validation from the data type | |
| Website | Business website reference | Optional string |
The reviewed service helper does not declare fixed maximum character lengths for these text fields. The screen references show any separately declared interface limits. A full cross-layer boundary test remains pending.
Accounting and tax configuration
| Field | Purpose | Constraints and consequences |
|---|---|---|
| Base Currency | Unit of account for this company's books | Required on creation; normalized to a three-letter code; changing it is refused after entries have posted |
| Fiscal Year | Starting month used to establish the financial-year label | Integer 1–12; creation defaults to January if omitted |
| Chart of Accounts | Preset selection for initial account structure | Choosing blank leaves account configuration to complete |
| Tax Regime | Tax configuration identifier | Select according to approved business setup; it is not a compliance certificate |
| Tax Registered? | Whether tax registration is recorded | Boolean; true only when explicitly supplied as true in the reviewed creation service |
| Tax Registration Number | Tax registration reference | Optional trimmed string at service level |
| Amount Decimal Places | Company's configured amount display precision | Integer 0–4; creation defaults to 2 |
| Prices Include Tax | Interpretation of standard prices and price lists in supported pricing paths | Explicit choice or country-based default at creation; MRP and batch selling prices remain inclusive |
| Costing Method | Inventory valuation basis | Validated against supported costing-method codes; unrecognized values are refused |
Feature fields
Inventory, Warehouses, Bins, Batches, Serial Numbers, Negative Stock, Multi-Currency, Cost Centres, Budget, Projects, Payroll, POS, and Approvals are company configuration flags. Configure associated permissions and master records after selecting them.
Do not infer that every feature flag has an end-to-end operating workflow. Confirm the relevant manual and release behavior, particularly for less frequently used capabilities. A Payroll Cycle value, for example, describes configuration but does not on its own prove that every possible period frequency is processed automatically.
Print profile
| Field | Purpose |
|---|---|
| Company Logo | Image used by print layouts; the reviewed profile UI limits selected files to 350,000 bytes and requires an image MIME type |
| Print Name | Name printed on documents |
| Print Address | Address presentation for documents |
| Tax Label / Tax Number | Caption and number shown in the tax-registration area |
| Registration Label / Registration Number | Caption and identifier for registration details |
| Extra Print Line | Additional company information printed where the layout supports it |
Preview a document after changing the print profile. These fields change presentation and do not correct the accounting values of an existing transaction.
Editing safely
Company updates are partial: an omitted request field means leave the existing value alone. The interface decides which fields to submit. After saving, reopen the profile to verify persistence. Use General Settings for feature flags rather than assuming Company Profile owns every company column.
If base currency cannot be changed, inspect posted activity with an administrator. Do not delete financial records to work around the restriction.