02 - Company Information Setup

Created by Connect Getaccountify, Modified on Wed, 6 Aug, 2025 at 10:21 AM by Connect Getaccountify

Company Information includes your organization’s legal and financial profile and is used across transactions, templates, and reports.


To configure Company Information:

  1. Click the Gear IconSetup.

  2. Search for Company Information in the Quick Find Box.

  3. Click Edit to update the following important information:

FieldDescription
Organization NameLegal name of your company
Primary ContactCompany-wide contact phone
AddressBilling or headquarters address
Default Time ZoneYour business operating time zone
Default Locale
Determines formats for dates, numbers
Default LanguageDetermines language
Default CurrencyBase currency for accounting and reporting
Fiscal Year Start InStart month of your financial year (e.g., April for India)



You can also find:

  • Salesforce Org ID

  • License allocations and usage

  • Storage summary

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