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:
- Open More > Common Services > Company Profile.
- Edit your company profile.
- Click Save.