How to Edit Company Settings

Company Settings contain important information about your business, like your main currency and the month your fiscal year begins. You can adjust the default settings to be in line with your company.

How To Edit your Company Settings

  1. Go to System Settings > Company Settings.Edit_company_settings_4.png
  2. Click the edit icon in the upper right.
  3. Edit your Organization Details, Locale Settings, and Fiscal Year. Fiscal Year Start will affect relative date filters involving quarters, for example list filters or dashboard filters.
  4. Click Save Details.
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