Company Setup is the record of your business — the name, address, phone, and logo that show on every invoice, PO, statement, and email. Get it right on day one and you almost never touch it again.

How to get there #

Menu: Admin → Company
Direct URL pattern: https://yourdomain.com/?bizRt=bizuno/admin/company

What to fill in #

Section	Fields	Notes
Identity	Legal Name, DBA / Trade Name, Short Name	Legal name on invoices; DBA for store signage.
Address	Street, City, State/Province, ZIP, Country	Mail-to address your customers send checks to.
Contact	Phone, Email, Website	These appear in email signatures and on forms.
Tax IDs	EIN / Business Number, Sales Tax Permit, VAT Number	Needed for 1099s, tax filings.
Fiscal Year	Fiscal year start month	Many shops use January; some use April or July.
Currency	Default currency	USD for a US shop. Add additional currencies later if needed.
Locale	Language, date format, number format	English/US date is MM/DD/YYYY; European is DD/MM/YYYY.
Logo	PNG or SVG upload	Appears on printed forms and the admin header.
Signature Block	Multi-line text	Used in email template {{signature}} tokens.

Sample: Ridgeline Cycles #

• Legal Name: Ridgeline Cycles LLC
• DBA: Ridgeline Cycles
• Address: 148 Meadow St, Anywhere, CO 80XXX
• Phone: (555) 555-0148
• Email: sh**@*************es.example
• EIN: XX-XXXXXXX
• Sales Tax Permit: (state permit number)
• Fiscal Year Start: January
• Default Currency: USD
• Locale: en_US, MM/DD/YYYY, 1,234.56

Logo guidelines #

• Size: ~600–1200 px wide, transparent background.
• Format: PNG or SVG. Avoid JPG (no transparency).
• Weight: Under 300 KB keeps PDFs fast.
• Version: Upload your most current logo. If the brand changes, replace here once and every form picks it up.

Multi-location #

If you operate multiple locations under the same legal entity, Bizuno supports additional Locations (aka stores or branches) under Admin → Company → Locations. Each location can have its own address, phone, and even its own default bank account — but all post to the same General Ledger unless you’re running separate companies.

Multi-company #

If you run more than one legal entity (e.g., the retail shop and a separate frame-building LLC), run each on its own Bizuno install. Mixing entities in one install mixes tax filings, financial statements, and bank reconciliations — a mess that’s hard to unwind.Important: Changing the Fiscal Year Start after you’ve been posting transactions is disruptive — existing periods have to be remapped, and mid-year retained-earnings calculations break. Set it correctly at go-live and leave it. If you genuinely need to change (e.g., your CPA restructures the year), plan it with your accountant and do it during year-end close.

Changes that ripple #

• Legal Name / Address — appears on open invoices too. Customers sometimes query this; keep a note of when you changed.
• Currency — changing the default currency after transactions exist is effectively not supported in place. Use multi-currency on customer/vendor records instead.
• Date format — cosmetic; changes immediately, no data migration.

Annual review #

Once a year (usually alongside year-end close), verify:

• Address is current.
• Phone and email are current and monitored.
• Logo is current (a new brand without updating here is a common oversight).
• Tax IDs are still the right permits (some states renew sales tax permits annually).

Tips for Ridgeline Cycles #

• Use the email address that goes to a real inbox someone monitors — not a founder’s dormant personal account.
• If your shop phone is different from the owner’s cell, use the shop phone. Customers call the number on the invoice.
• Upload the logo in SVG if you have it — it prints crisply at any size.
• Put your sales tax permit number on the shop wall AND in Company Setup. Someone will ask once a year.

Where to go next #

• Users, Roles & Permissions — add people to the system.
• Taxes, Shipping & Payment Methods — tax rules use the Company address as a default.
• Email Templates (Category 8) — use the {{signature}} token to pick up the Company signature block.