Company Setup Guide
Learn how to create and configure your company profile in LedgerX, including legal details, fiscal settings, and business information that determines how LedgerX behaves for taxes, reports, and transactions.
Navigate to Company Settings
The Company profile setup page will pop-up when initially setting up the profile. or if you want to set-up another profile
From the main navigation, open Company Profile . This is usually available in the dashboard header or sidebar..
Enter Company Legal Name
Enter the full legal name of your business as registered legally. This name will appear on statutory documents and GST invoices.
Fill Business Registration Details
Provide your business GSTIN, PAN, CIN (if applicable), registration type, and state of registration. Make sure the GSTIN format is correct.
Set Fiscal & Accounting Preferences
Choose the financial year start and end dates, accounting method, opening balances, and base currency for your company.
Enter Address & Contact Info
Provide your registered business address, phone number, email, and support contact details.
Review & Save
Review all information carefully and click Save to finalize your company profile. LedgerX will now use this information for invoices, reports, GST filings, and system defaults.