📌 Overview: Primary Settings store your company details. These details are automatically used across Finance, HRM, and CRM modules — invoices, salary slips, credit notes, and reports all read from here.
Open: Settings > Primary. The page opens in read mode by default; click Edit in the header to enable changes.
📝 Fields / Options
| Field | Notes |
|---|---|
| Company Icon | 50 × 56 px (small square mark used in compact UI) |
| Company Logo | 145 × 56 px (full logo used on invoices & documents) |
| Company Name * | Official registered name |
| Company CIN, PAN, GSTIN | Tax IDs — keep correct for compliance |
| Phone | Include country code |
| Address, Street, City, State, Pincode | Registered address for documents |
| Country | — |
How to Edit
- Open Settings > Primary.
- Click Edit in the header to switch from read mode into edit mode.
- Update the required fields.
- Click Update to save.
💡 Tip: The Setup Wizard’s Company step opens this same page in edit mode — saving in either place produces the same result.
⚙️ System Impact
- Appears on Invoices, Salary Slips, Credit Notes, Reports.
- Logo & name shown in system UI (sidebar branding).
- Information synced across modules — change once, reflected everywhere.
✅ Best Practices
- Upload a clear logo in the required dimensions.
- Ensure GSTIN & PAN are correct for compliance.
- Update if company details change — reflects in future records only (past invoices keep the snapshot they were generated with).