Company Settings

In this video, we will review some new company settings we've added. To get started, go to your workspace home, where you'll see the option to access company settings. You can also use the side menu by selecting the hamburger icon.
In this pop-up, you can edit general company settings, report settings, and change the default titles on financial statements. In general settings, you can modify the company name, logo, theme color, cash basis or book month, default budgets, hidden actuals after book month, company currency, and more. Report settings allow you to edit live text defaults like "Reports Prepared By" and disclaimers. The new financial statement label section lets you change default titles for each statement by entering your chosen titles and clicking save. This update automatically replaces default titles in all metrics, statements, and reports using live text.
We've also updated our live text with a new label type, enabling you to drag financial statement labels into a report as live text. All report templates now reflect these label changes, making them more automated.
If you have any questions about this feature, feel free to send us a chat and let us know how we can assist you.