Company overview

The Company application is designed for system and accounting administrators to manage their company and users. Administrators can set security and global settings, grant permissions to users, and manage subscriptions to applications and services. Additionally, individual users can use Company to edit their personal preferences—including their email signature, email notifications, page design, time zone, and date format for example.

Because the Company application is related and integrated into many parts of your company, our Help Center divides the information into four areas: Administration, Applications > Company, More > Import data, and Reporting.

Administration

Many tasks in Company are performed by an administrator who oversees subscriptions, users, roles, permissions, login settings, branding options, and the audit trail. You can find information in the Administration section of our Help Center.

Task Related information

Subscribe to applications

Create users, user groups, and roles

Manage users who slide in from a console

Grant permissions to users or roles for each application

Manage login requirements and login activity

Monitor changes in the audit trail

Set company branding options

Company settings and data

Other tasks in Company involve accounting settings, security settings, and other company information, such as holiday schedules, company messages, or entity information. Although some company settings require administrative access, any user with appropriate permissions can manage contacts and attachments in Company. In our Help Center, this information can be found under Applications > Company.

Task Related information

Set accounting periods

Automatically generate IDs for records and transactions

Define terminology

Manage currencies and exchange rates

Manage attachments and attachment folders

Create and manage contacts

Post holiday schedules as well as company and system messages

Create and manage entities (multi-entity only)

Data import

Through the Company application you can also import new and historical data. This information can be found in our Help Center under More > Import data.

Task Related information

Prepare your CSV file for import

Upload data

Import data by application

Dimensions and reporting

Reporting periods, dimensions, and cloud storage can also be set up in Company. Information on these topics can be found in the Reporting section of our Help Center.

Task Related information

Define reporting periods

Create report groups

Create and manage dimensions and dimension groups

Set up cloud storage to store your reports