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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

FieldPurpose and useVerified input behavior
Company NameName used to identify the business in the applicationRequired when creating; service trims spaces and rejects blank input
Legal / Registered NameFormal name when it differs from the operating nameOptional string, trimmed
Business TypeBusiness-form classificationSetup offers named choices; the service accepts a string
IndustryOperating-sector classificationSetup offers named choices; the service accepts a string
License / Registration No.Registration reference for the businessOptional string; not an automatic registration verification
CountryCompany location and source of certain configuration defaultsOptional string at service level; choose deliberately in setup
State / Province / EmirateRegional location used in the company address and relevant tax contextOptional trimmed string
CityLocality in the business addressOptional trimmed string
Address Line 1 / 2Street, building, and supplementary address detailsOptional trimmed strings
Postal / ZIP CodePostal routing referenceString, preserving non-numeric formats
PhoneCompany contact numberString; not a user account
EmailCompany contact addressString in the reviewed company service; do not infer email validation from the data type
WebsiteBusiness website referenceOptional 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

FieldPurposeConstraints and consequences
Base CurrencyUnit of account for this company's booksRequired on creation; normalized to a three-letter code; changing it is refused after entries have posted
Fiscal YearStarting month used to establish the financial-year labelInteger 1–12; creation defaults to January if omitted
Chart of AccountsPreset selection for initial account structureChoosing blank leaves account configuration to complete
Tax RegimeTax configuration identifierSelect according to approved business setup; it is not a compliance certificate
Tax Registered?Whether tax registration is recordedBoolean; true only when explicitly supplied as true in the reviewed creation service
Tax Registration NumberTax registration referenceOptional trimmed string at service level
Amount Decimal PlacesCompany's configured amount display precisionInteger 0–4; creation defaults to 2
Prices Include TaxInterpretation of standard prices and price lists in supported pricing pathsExplicit choice or country-based default at creation; MRP and batch selling prices remain inclusive
Costing MethodInventory valuation basisValidated 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.

FieldPurpose
Company LogoImage used by print layouts; the reviewed profile UI limits selected files to 350,000 bytes and requires an image MIME type
Print NameName printed on documents
Print AddressAddress presentation for documents
Tax Label / Tax NumberCaption and number shown in the tax-registration area
Registration Label / Registration NumberCaption and identifier for registration details
Extra Print LineAdditional 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.

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