Company Settings
Overview
Section titled “Overview”Company Settings define the core identity and regional preferences for the tenant organization. These settings influence how numbers, currencies, dates, and times are displayed and calculated throughout the entire portal.
Access & Permissions
Section titled “Access & Permissions”| Role | Access Level |
|---|---|
| Tenant Admin | Full access |
| Account Admin | No access |
| Super User | No access (hidden in System Tenant) |
Visibility Conditions
Section titled “Visibility Conditions”Hidden in the System Tenant. Only available to standard tenant administrators.
Key Features
Section titled “Key Features”- Company Identity — Set the organization’s legal name, country of operation, and default currency.
- Number Formatting — Configure decimal and thousands separators to match regional conventions (e.g.,
1,234.56vs1.234,56). - Decimal Places — Define the number of decimal places displayed for price, quantity, amount, and rate fields independently.
- Rounding Mode — Choose the rounding strategy (e.g., half-up, half-even/banker’s rounding) applied to calculated values.
- Date & Time Settings — Set the tenant’s default date format (e.g., MM/DD/YYYY, DD/MM/YYYY) and default timezone.
:::tip TODO
- Add a table of supported date format tokens.
- Provide examples of how rounding modes affect invoice totals.
- Add screenshots of the Company Settings form. :::