M-02 · Foundation
Company Setup
The record every other module hangs from.
What it does
Company profile, branding and operating defaults, configured once. Firms running more than one legal entity keep each separate while working from a single login.
- Company profile, registration details and branding
- Multiple entities under one account
- Operating defaults inherited by projects, quotations and invoices
Works with
Modules are integrated by default — these share the same records.
Company Setup is one of 16 modules, all sharing one login, one customer and one chart of accounts.