Setting Up Your Company Profile

You use the Company Profile screen to review and edit general information and settings for your company, including:

• Address and contact information.
• Functional currency.
• Number of periods in the fiscal year.
• Whether to display an error, a warning, or no message if users try to process transactions for locked fiscal periods or to inactive or non-existent General Ledger accounts.
• Number of days before or after the session date that a transaction date can be entered without triggering a warning.
• Print-to-email settings for Sage 300cloud web screens.

For more information about information and settings, see Company Profile Screen.

To change information in your company profile:

1. Open Common Services > Company Setup > Company Profile.
2. Edit your company profile.
3. Click Save.