- 01
Open company settings
From Setup & Controls, open the company information/settings area.
- 02
Enter legal and contact details
Confirm the legal company name, trading name where applicable, address, phone, email and registration information.
- 03
Confirm regional settings
Set the correct country, base currency, timezone and week-start setting. These settings affect reports, dates and operational processing.
- 04
Save and review
Save the settings, return to the page and confirm the values were stored correctly.
Important: Do not change the base currency casually after live accounting transactions exist.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.