Overview
Company information is reused throughout QBM in documents, communication, printing, tax handling, and business identity. Keeping it clean improves the whole system.
Where To Find It
Path: Administration > Company Information
Use the company information screen whenever the main business profile, statutory details, contact details, or logo must be reviewed or updated.
How It Works
The screen stores the company name, address and contact details, country and state values, business identifiers, logo, fiscal month, currency symbol, and whether tax use is enabled.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Business identity | Includes company name, business number, license number, and related identity values. | Use it when maintaining the official information used across documents and records. |
| Address and communication | Stores address lines, city, state, country, phone, fax, mobile, email, and website. | Use it when the company contact profile changes or needs correction. |
| Logo and business settings | Controls the company image, fiscal month, currency symbol, and whether tax use is enabled. | Use it when the company profile or control settings need review. |
Recommended Workflow
- Open the company information screen and review the current business identity values.
- Update address, contact, and communication details as needed.
- Review business number, license number, fiscal month, and tax-use settings carefully.
- Update the logo only when the image is current and approved for use.
- Save and confirm the details appear correctly on the next printed or emailed document.
Best Practice
- Review company information after any rebrand, registration change, or office move.
- Use the official legal details where statutory reporting depends on them.
- Test a printed document after changing the logo or major company profile values.