Business Profile
Master configuration for your Trabalance account — identity, accounting rules, and feature toggles.
Navigate to: Settings → Company → Business
The Business page holds your company's identity in four collapsible panels — Brand identity, Legal identity, Registered address and contact, and Document destinations — with one save bar for the whole page. The accounting, payment and feature controls that used to sit beside them now have their own pages: Financial controls, Sales & inventory controls and Recurring documents.
Brand Identity
| Field | Details |
|---|---|
| Logo | Upload PNG / JPG / SVG, max 5MB. Appears on all printed and PDF documents. |
| Brand Color | Color picker with hex input. Used in invoices and documents. |
Legal Identity
| Field | Required? | Details |
|---|---|---|
| Company Name | Yes | 3–50 characters. The name printed on documents. |
| Industry | No | Dropdown with predefined industry categories. |
| Currency | Yes | The home currency every figure is kept in: USD, EUR, GBP, CAD, AUD, NGN, GHS, KES, ZAR, INR. |
| Registration Number | No | Company registration number — printed on documents if shown. |
| Tax ID (TIN) | No | Tax identification number — printed on documents when the template's Tax ID toggle is on. |
Registered Address and Contact
Street Address, City, State / Province, Country, Postal Code, Phone and Website. All optional; they print on customer-facing documents.
Document Destinations
Two checkboxes, both on by default: Use business address for shipping and Use business address for billing. Untick one to enter a separate street, city, state, country and postal code for that purpose.
Financial Controls
Navigate to: Settings → Finance & controls → Financial controls
| Field | Options | Impact |
|---|---|---|
| Fiscal Year Starts | Any month, shown as the year span — "January - December", "April - March", … | Determines financial year boundaries for period-close and reports. |
| Accounting Method | Cash Basis Accounting or Accrual Basis Accounting | Controls when revenue and expenses are recognized. |
Accrual recognizes revenue when invoiced and expenses when billed — regardless of when cash moves. Cash Basis recognizes both only when cash is received or paid. Accrual is required for IFRS. See Accounting Settings.
Payment Methods
Preferred Payment Methods (multi-select, at least one required):
| Method | Typical Use |
|---|---|
| Bank Transfer | Primary for B2B payments. |
| Check | Traditional payment. |
| Cash | Point-of-sale, petty cash. |
| Credit Card | Card payments. |
| Debit Card | Card payments. |
| Online Payment | Payments settled through an online provider and recorded here. |
| Other | Custom/informal payment types. |
You can also add your own Custom Payment Methods (free-form categories such as "Voucher"). See Payment Settings.
Business Toggles
The toggles that switch platform behaviour on or off live on three pages:
| Page | Toggle | What It Does |
|---|---|---|
| Sales & inventory controls | Enable barcode scanning | Use barcode scanning for products. |
| Sales & inventory controls | Allow overselling | Allow products to be sold when inventory is zero. |
| Sales & inventory controls | Enable center-based filtering | Filter items, customers, and vendors by center in documents. |
| Sales & inventory controls | Restrict POS to a location's allowed items | Each location's till sells only its curated items; services remain available. |
| Sales & inventory controls | Enable production and transform costing | Raw materials become finished goods; eligible landed costs go into inventory. |
| Financial controls | Allow retrospective entries | Allow the creation of transactions with past dates. |
| Financial controls | Enable deferred revenue and expenses | Track deferred revenue and prepaid expenses over time periods. |
| Recurring documents | Enable recurring documents | Create recurring invoices, bills, and other documents automatically. |
Center-based filtering is the most impactful toggle in the system. Enabling it changes how documents, accounts, inventory, and reports behave across every module. Enable it at setup — switching mid-operation requires reviewing all existing configurations. See System Toggles.