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 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.

After you fill 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, the company switcher shows on the upper-right side of the app bar near the search icon. By default, the company switcher uses a standard company icon, like company icon Launcher. and company-icon-mult-env.

Shows the company switcher icon in the heading of the Business Central client.

Starting in 2023 release wave 2, version 23, the company badge appears in the browser tab when using the web client. It's also in page links that you copy and paste in rich text editors, like Word, Outlook, and Teams.

The following video shows how to work with company badges.

Set the company badge

On the Company Information page, you can replace the standard company icon with a custom badge on a per-company basis. A company badge can make it easier to identify the company you're working in.

  1. On the Company Badge FastTab, fill in the fields as necessary. Hover over a field to read a short description.
  2. When done, refresh the browser (select Ctrl+F5) to update the badge in the client.

Tip

A company badge also indicates the type of environment the company is in. A round company badge signifies a production environment, and a square badge signifies a sandbox environment.

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.

  1. Choose the Sprocket icon to open the Settings menu. icon, and then choose the Company Information action.
  2. In the Name field, enter the new company name.
  3. Leave the page. Business Central 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, go to Change Which Features are Displayed.

See also

Overview of Tasks to Set Up Business Central
Company Information Quick Start
Set Up Company Information in Italy
Change Basic Settings
Change Which Features are Displayed
Creating New Companies

Find free e-learning modules for Business Central here