Company profile
Capture legal and operational identity before any ledger activity begins.
Legal name
Display name
Tax IDs
Addresses
Locale
Base currency
Accounting setup
Company, fiscal, tax, and ledger setup.
The setup flow creates the accounting foundation: company identity, fiscal periods, currency, tax mode, chart templates, dimensions, and opening balances.
Fiscal configuration
Define the reporting boundaries that control posting and period close.
Fiscal year
Accounting periods
Open status
Lock status
Reopen request
Close checklist
Ledger structure
Install the starting chart and dimensions that reports depend on.
Manage chart of accountsCOA template
Account groups
Posting accounts
Cost centers
Projects
Branches