Company Profile & Entity Operations

Scope

The company profile holds the legal and tax identity of each company entity. Billing, accounting, tax and the financial dashboard all read from it.

Entities and hierarchy

Use the Company entity selector in Company Profile to switch between entities. Create a new entity with New entity: give it a name, a key, a functional currency and, optionally, a parent. The hierarchy panels show each entity’s parent and direct children so you can check which entity you are editing.

Profile fields

The profile records the legal name, legal entity type, tax filing election, tax IDs, tax method, fiscal year start and tax jurisdictions. Some fields lock once the books are in use:

• The fiscal year start cannot change after the entity has fiscal periods.
• The functional currency cannot change after the entity has posted ledger activity.

Other fields stay editable. Tax IDs are masked for users who cannot manage the company profile. Listing jurisdictions records where the company operates. It does not set up sales tax registration; do that in Sales Tax.

Invoice logo

Each entity can have its own invoice logo, a PNG or JPEG up to 2MB. It appears on invoice PDFs generated after you add it. Without a logo, invoices show the company name as text.

Financial dashboard

The dashboard shows obligations due in the next 30 days, overdue obligations, subscriptions expiring in the next 60 days, recurring revenue, open invoices and expense totals. Opening a leaf entity shows only that entity. Opening a parent shows the parent and all active child entities together. A user who lacks access to one of the included entities sees an access error rather than a partial total.