Entity Management

Configure company IDs and display names for all entities

Important Notes

  • Company ID is a short identifier (e.g., "300", "BSL", "SJC")
  • Display Name overrides the default entity name in reports and UI
  • Accounting Basis determines cash vs accrual accounting (all entities default to Cash)
  • Entity Slug and Name cannot be changed here (they are system keys)
  • Changes are saved immediately to the database