Your company profile and settings

Your company profile and settings

Where your company settings live

Everything that defines how your company works in NexerIQ lives under Settings & Administration. Your company profile is the heart of it — the details that appear on your documents and shape how the system behaves.

Your company profile

Open Settings → Company profile to keep these up to date:

  • Legal and trading names, registration and tax numbers.
  • Addresses and contact details.
  • Your logo, which appears on invoices and other customer-facing documents.

Getting these right matters, because they show up on the quotes and invoices your customers receive.

How your company behaves

Other company-wide settings control the defaults the whole team relies on:

  • Currency and financial year — set during onboarding (note the base currency is fixed once you've traded).
  • Tax defaults and filing frequency.
  • Document numbering — the prefixes and sequences for quotes, orders, and invoices.
  • Locations — if you operate from more than one site.
  • Modules — turning on the features your business uses, so your menus only show what's relevant.

Who can change settings

Settings pages are protected — you need the right permission to open them, which keeps important configuration in the hands of administrators. If a settings option is missing for you, that's usually why (see Inviting users and managing access).

Change with care

Most settings are safe to adjust any time, but a few — like base currency and document numbering — are best fixed early and left alone. When in doubt, change one thing at a time and check the result.

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