Find a company's settings
Know what sits on General, Tax & closing and Automation, which tab holds each setting, and who can change it.
Every company has Company settings, at the foot of its sidebar. It has three pages, each with tabs, plus Team and, for admins, Activity. Everyone who can open the company can open Company settings. Admins change settings; members read what they are permitted to see.
The tab you choose is kept in the page's address, so a link or a browser refresh opens the same tab. Choose Return in the settings rail to go back to the company's Dashboard.
General
Registration details, and what is synced from Juan. Above the tabs, a badge says Juan connected or Juan sync failed, with the last four characters of the key and when it last synced. Re-sync reads the organization and its data from Juan again. If the sync failed, the reason is shown below the badge.
| Tab | What it holds |
|---|---|
| Details | The organization as Juan records it. For admins, Manage company: archive, restore or delete. |
| Contacts | The contacts synced from Juan, with their count beside the tab. |
| Accounts | The chart of accounts synced from Juan. |
| Tax rates | The tax rates synced from Juan. |
Organization details, contacts, accounts and tax rates are changed in Juan, then synced. See Archive, restore, or delete a company before using Manage company.
Tax & closing
The BIR forms this company files, how it withholds, and how its months are closed.
| Tab | What it holds |
|---|---|
| Tax forms | The company's Top Withholding Agent status and taxpayer classification for exposure reports, then the forms it files, Apply preset, the month returns are checked from, and the BIR filing channel. |
| Closing | Closing monitoring: whether closing is monitored, its cadence and first period, Locking in Juan, and the closing review's materiality. Where enabled for your firm, how the company closes. |
Only admins edit these tabs, and only on an active company. Members see the saved values. For what each tax form setting means, see Add a company with the setup steps. For closing, see Follow closing progress across companies.
Automation
Where this company's documents are collected from, and how its purchases and sales reach Juan. Only admins see Automation, and only on an active company. Anyone else who opens its address reads An administrator configures company automation and invoice vouching.
| Tab | What it holds |
|---|---|
| Drive | The purchase and sales folders, Test access, the sweep schedule, and Sweep now. |
| Purchases | Sending to Juan (off, manual or automatic), then BIR invoice vouching. |
| Sales | How POS sales reports become sales invoices in Juan, and the company's branches and terminals. |
On an archived company, Automation says sending and schedules are off and that the company must be restored to configure them. When the last Drive sweep failed, the error is repeated at the top of General and of the Drive tab.
Applications, Team and Activity
- Applications appears only where Applications is enabled for your firm. See Connect applications and your own Juan key.
- Team lists who can access the company. See Roles, assignments, and private companies.
- Activity is the company's activity log, for admins. See Read the activity log.
Old links
Earlier addresses for company settings, such as a direct link to the Drive, Purchases or Juan data page, still work. They open the matching page and tab.