Set up your company

Your company name, currency, country and default accounts.

Your company record holds the details every document uses: name, currency, tax number and the default accounts that sales, purchases and payments post to. Our team sets it up with you, and you can change most of it later.

1. Open the company

   Type Company in the search bar at the top of any screen and press Enter. Open your company from the list.

2. Check the basics

   Confirm Company, Abbr (a short code used in account and warehouse names), Default Currency and Country. The currency cannot be changed once transactions exist.

3. Add your tax details

   Enter your Tax ID. In Egypt, also complete the Tax Authority fields described in Set up e-invoicing in Egypt.

4. Review default accounts

   In the accounts section, check Default Bank Account, Default Cash Account, Default Receivable Account, Default Payable Account and Default Income Account. New documents use these unless you choose otherwise.

5. Save

   Select Save. Changes apply to new documents only.