Company Information Overview
Business Central organizes business entities in companies. For each company, you must fill in some of the basic company details and relevant information on the Company Information page. The information on the Company Information page is used in documents, such as invoice headers. You can set up more than one company, such as a parent company and a subsidiary.
If the company's inventory warehouse is located at a different address than the company headquarters, you can complete the various ship-to fields and the Location Code field on the Shipping FastTab. The information in these fields is then printed on purchase orders, for example, so vendors will ship items to the correct location.
For each company you set up, you must fill in the Company Information page, together with the General Ledger Setup page. You must also set up each area in Business Central, such as the Sales & Receivables Setup page, for each company. Learn more at Overview of Tasks to Set Up Business Central.
The Company Information page contains different fields and FastTabs, depending on your country/region. Hover over a field to read a short description. The following table describes the most common FastTabs.
Field | Description |
---|---|
General | Enter the general information about your company including a logo since that will be appearing on externally-facing documents, such as invoices that you send out. |
Communication | Enter the basic company contact information, such as phone number and email address. |
Payments | Fill in the relevant banking information to insure that your customers will be able to pay you. |
Shipping | Fill in the relevant shipping information so that you will be able to send and receive goods from and to your company. |
Tax | Depending on the country/region your business is registered in, you might see a Tax FastTab. If it is available, fill in the fields. |
Once you have completed filling in the information, you can close the page.
Working with multiple companies
If your Business Central includes multiple companies, your users might want to use company badges to help them quickly identify and keep track of which company they're currently working in. For more information, see Display a company badge.
There are a few features you can use to switch among companies as you work, like the company switcher (Ctrl+O). Learn more at Switch to Another Company or Environment.
Display a company badge
When there's more than one company or environment, you'll see the company switcher on the upper-right side of the app bar, near the search icon in the app bar. By default, the company switcher uses a standard company icon, like and .
Using the Company Information page, you can replace the standard company icon with a custom badge on a per-company basis if the company badge makes it easier for users to identify the company they're working in.
- On the Company Badge FastTab, fill in the fields as necessary. Hover over a field to read a short description.
- When done, refresh the browser (select Ctrl+F5) to update the badge in the client.
Note
The company switcher was introduced in 2022 release wave 2, version 21. In earlier releases, the company badge isn't used for switching companies. It's shown in the upper-right corner of most pages, even when there's only one company. Selecting it will show the full company name and environment name.
Change company display name
The company name is always displayed at the top left corner and works as an action that you can choose to go back to the Role Center. You can change this name on the Company Information page.
- Choose the icon, and then choose the Company Information action.
- In the Name field, enter the new company name.
- Leave the page. The system restarts and displays the new company in the top-left corner.
Experience
The default user experience in a Business Central trial doesn't reveal all capabilities. You can switch on the full experience on the Company Information page. For more information, see Change Which Features are Displayed.
See also
Microsoft training
Overview of Tasks to Set Up Business Central
Company Information Quick Start
Change Basic Settings
Change Which Features are Displayed
Creating New Companies