🏢 Company Setup

Company Setup Overview

Setting up your company profile is like introducing your business to Otutu. This information appears on your invoices, reports, and official documents. Getting this right ensures professional-looking communications and accurate financial records.

Running your business with incomplete or incorrect company information can create confusion, delay payments, and affect compliance. Accurate company setup ensures tax calculations, reporting, and branding work correctly from day one.

Prerequisites

Before you begin, make sure you have:

• Administrator access permissions

• Business registration documents

Step-by-Step Instructions

1. Access Company Settings

• Click the gear icon in the top-right corner

• Select "Company Settings" from the dropdown 📸 Image Placeholder: Company Settings menu

2. Configure Company Profile

• Basic Information: Enter your company name, email, and phone number

• Upload Logo: Add your company logo for professional invoices (recommended 200x200 pixels)

• Address Information: Complete your billing and shipping addresses

• Legal Details: Add entity type and tax ID for compliance 📸 Image Placeholder: Legal Details form

3. Set Company Defaults

• Primary Currency: Choose your main business currency (cannot be changed later) 📸 Image Placeholder: Currency selection dropdown

• Default Bank Account: Select which bank account to use for transactions 📸 Image Placeholder: Default bank account selection

4. Configure Localization

• Language: Set your preferred language for the interface 📸 Image Placeholder: Language selection

• Timezone: Choose your timezone for accurate date/time calculations 📸 Image Placeholder: Timezone dropdown

• Date Format: Select how dates should appear throughout the system 📸 Image Placeholder: Date format selection

• Number Format: Choose how numbers and currencies are displayed 📸 Image Placeholder: Number format settings

5. Set Document Templates

• Invoice Settings: Configure invoice number prefixes, payment terms, and default content 📸 Image Placeholder: Invoice settings panel

• Visual Design: Choose templates, colors, fonts, and column labels 📸 Image Placeholder: Template and styling options

Tips and Best Practices

• Plan Ahead: Set number prefixes that make sense for your business (e.g., INV-, BILL-, EST-)

• Test Settings: Create test documents to verify settings work correctly

• Review Regularly: Update settings as your business grows and evolves

• Professional Image: A clean logo and consistent branding build trust with clients