Set up your company
Goal: Get your company details right in Paldo BOS so your invoices, reports, and documents show the correct information from day one.
Most of this is created for you during first-time setup. This guide helps you review and finish the details that matter for a clean start.
[SCREENSHOT TODO: Company form in Paldo BOS]
Before you start
Section titled “Before you start”- You’ve completed your first login and setup.
- Have your business basics handy: legal/trading name, address, currency, and tax registration number (if any).
1. Open your Company
Section titled “1. Open your Company”- In the search bar, type Company and open the Company list.
- Select your company to open its details.
2. Confirm the essentials
Section titled “2. Confirm the essentials”- Check the Company Name and Abbreviation — these appear on your documents and tag your records.
- Confirm the Default Currency.
- Confirm your Country and the Fiscal Year dates (your accounting year).
3. Add your contact and tax details
Section titled “3. Add your contact and tax details”- Enter your business address and contact details.
- Add your Tax ID / registration number if your business has one.
4. Add your logo and letterhead (optional but recommended)
Section titled “4. Add your logo and letterhead (optional but recommended)”- Upload your company logo so it appears on printed documents.
- Set up a Letter Head for invoices and quotations.
5. Save
Section titled “5. Save”- Select Save.
You’re done when…
Section titled “You’re done when…”Your Company shows the correct name, currency, address, and tax details — and a test invoice or quotation displays your logo and business information correctly.