Setting Up Financial Management › Company Profiles › Edit General Company Information

Edit General Company Information

You can create a new company or edit an existing company's general information, such as name, type, and status. You can also provide optional, supplemental information, such as external identifiers, affiliates, ticker symbols, or an account manager.

Follow these steps:

1. With the company open, edit the following fields:

   Company Name

   Defines the company name.

   Company Name

   Defines the company name.

   Company ID

   Defines a unique company ID. Read-only after the company is created.

   Company Type

   Defines the type that best describes the company's relationship to your organization. Select a type from the list.

   Company Status

   Indicates if the company is active or inactive. The company must be active to enable financials on projects. Select a status from the list.

2. Save the changes.

More information:

Create Companies

Manage Supplemental Company Information