Company Settings

Company Settings holds the configuration that applies to the whole installation: identity, numbering, tax defaults, periods and printing.

Overview

This screen is restricted to administrators. Changes take effect for other users the next time they sign in, or immediately if they reload the application.

Warning

Settings on this screen apply across the Business Plus Plus installation. Make one change at a time and verify it before making the next — a bad configuration is much harder to diagnose when it is bundled with four others.

Prerequisites

Before you begin

• You are signed in with an administrator role
• You have told affected users that a change is coming

Opening the screen

Navigate to

1. Administration
2. Setup
3. Company Settings

Click to enlarge

The Company Settings screen in Business Plus Plus.

Procedure

Open the configuration screen

Use the navigation path above. Administrator rights are required.

Make the change

Edit the settings you need. Changes are validated as you type and the screen tells you what else they affect.

Save and verify

Click Save, then sign in as a normal user (or ask a colleague to) and confirm the change behaves as intended before telling the team.

Expected result

The setting is saved and an entry is written to the audit log recording who changed what, and when.

Field reference

Company Settings fields

Field	Type	Required	Default	Description
Name	Text	Yes	—	Display name for this company Settings entry.
Description	Text area	No	—	What this configuration is for. Shown to other administrators.
Applies To	Dropdown	Yes	All branches	Scope of the setting.
Status	Dropdown	No	Active	Inactive entries are retained for audit but no longer applied.

Company Settings fields

Numbering series

Every document type draws its number from a series. A series is defined once and then left alone — changing it mid-year produces a confusing document trail.

Numbering series settings

Field	Type	Required	Default	Description	Notes
Prefix	Text	Yes	—	Fixed text at the start, e.g. `INV/`.	Changing it mid-year is allowed but makes the series hard to follow
Financial Year Token	Checkbox	No	On	Inserts the financial year, e.g. `INV/2026-27/`.
Width	Number	Yes	5	Zero-padded width of the counter.
Next Number	Number	Yes	—	The number the next document will take.	Can only be increased, never decreased
Reset Each Year	Checkbox	No	On	Restarts the counter at 1 on the first day of the financial year.

Numbering series settings

Danger

Next Number can be increased but never decreased, because lowering it would eventually produce a duplicate document number. Set it carefully.

Important notes

Warning

Settings here affect every user and every future document. Change one thing, verify it, then change the next. A bundle of six simultaneous changes is almost impossible to diagnose when something misbehaves.

Common problems

The Save button is disabled

A required field is empty or invalid. Fields in error are outlined in red with the reason underneath — scroll up, the first error is usually in the header.

You do not have permission to perform this action

Your role is missing the relevant permission for this screen. Ask an administrator to check it against Roles & Permissions.

Frequently asked questions

QWho can perform this task?

Any user whose role grants access to this screen. Roles and Permissions lists exactly which permission controls it.

QIs the change audited?

Yes. Every create, edit and cancel is recorded with the user, timestamp and the before-and-after values.

Related documentation

• Administration overview
• UsersCreate user accounts, reset passwords and deactivate leavers.
• Roles & PermissionsGrant module, document and action-level permissions by role.