Business Profile

Business Profile holds the core identity of the entity you are working in: its name, the calendar its books keep, the address labels and tax are calculated from, and the icon and logo that appear in navigation and on documents. Use it when you set up a new entity, move your ship-from address, or change the logo customers see on PDFs.

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Before You Start

• You need the settings.view permission to open the page.
• You need settings.edit to save a change. The Save buttons are shown to every role that can open the page, but the server refuses the save for a role without settings.edit, and the page shows a “Failed to save” message.
• Create Sandbox Environment is available only to an owner or admin of the entity.
• Set as Primary is accepted only from the organization owner.

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Open Business Profile

1. In the deck, open Settings.
2. Under Company, choose Business Profile.

The breadcrumb reads Settings > Company > Business Profile. You can also reach the page these ways:

• Type “Business Profile” in the command palette.
• Press G and then S (the go-to shortcut for Settings) anywhere outside a text field or an open dialog.
• Open Settings with no page chosen. Arcus sends you here.

The other pages in the Company group, Branding and Locations, sit beside it.

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What You Can Change

Each field saves on its own. Change one field, click the Save button beside it, and wait for the confirmation before moving to the next. A save sends only the field you changed, so it never puts back a value another admin saved in another field after you opened the page.

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Business Time Zone

The business time zone decides what “today” means for your books. It drives the date on every financial report (Trial Balance, Balance Sheet, Income Statement, Cash Flow, Sales Tax Liability), the dashboard, AR and AP aging, and scheduled report delivery. Set it to the place your accounting is done, so an evening entry lands on the day you made it. When no zone is saved, the list shows Not set and Arcus uses the platform default. The line under the field tells you which zone is in effect and what today’s business date is in it, and a blue information note under it repeats what the zone drives and that changing it moves no posted entry.

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Business Address

1. Enter the street, city, state, and ZIP code. The address field validates the address as you type.
2. Click Save Address.

The button stays disabled until street, city, state, and ZIP are filled in. Saving the address changes only the address: every other shipping setting stays as it was, including one another admin saved after you opened the page. When you save, Arcus also copies the address to your default location (the location marked as default, or the first one in the list when none is marked), so the ship-from address on labels and the location record stay in step. The copy is a courtesy: if it cannot be made, the business address still saves and the page still says “Business address saved”, so check the default location on Locations when the two ever differ.

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Icon And Logo

1. Click Upload icon or Upload logo (or Change when an image is already set).
2. Choose an image file. The picker offers image files only, and an image larger than 25 MB is refused before it uploads, with a message that names the file and the limit.

The icon is square and appears in navigation and selectors. When no icon is set, Arcus uses the logo in its place. The logo appears on printed documents and PDFs, and both images show in the Brand Preview on Branding. Arcus also files each upload in the document manager under the entity.

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Sandbox And Production

The Environment row shows a Production or Sandbox badge and one action:

• In Production with no sandbox yet, Create Sandbox Environment creates a separate sandbox entity and switches you into it. The sandbox starts with the standard starting setup that every new entity gets, your team’s access, document numbers that begin with SB-, two test customer accounts, and no connectors. It does not copy any of your products, customers, or transactions.
• In Production with a sandbox, Switch to Sandbox moves you into it. A card under the badge names the sandbox and its code and reminds you that changes there do not affect production.
• In Sandbox, Switch to Production moves you back after you confirm “Switch to Production? You will be working with live data.” A banner reads “You are in the Sandbox environment” while you are there.

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Primary Entity

The primary entity is the default entity for new users joining your organization. Arcus sets it automatically when the first entity is added. When your organization has only one entity, the row says that entity is the only one. With more than one, each entity is listed with its code, the current one carries a PRIMARY badge, and the others offer Set as Primary.

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Company Shipping Terms Live On AR & Invoicing

The company default shipping terms (FOB shipping point, FOB destination, or Other with a note) are recorded on Settings > Payments & Checks > AR & Invoicing, not on this page. See AR & Invoicing.

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Messages You May See

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What Changes Elsewhere

• Documents: the entity name and logo appear on quotes, orders, invoices, packing slips, and other PDFs.
• Shipping and tax: the business address is the ship-from origin for labels and the origin for tax calculation, and it updates your default location.
• Reports and dates: the business time zone sets the business date for financial reports, aging, the dashboard, and scheduled reports.
• Audit trail: field saves, primary-entity changes, and icon and logo uploads are recorded in the Audit Log. Creating a sandbox is recorded in the new sandbox’s own Audit Log.
• Other open sessions: when another admin saves a change, or a connected app changes your company settings, your page reloads its data in place and keeps whatever you are typing. A field you already have on screen keeps showing its value until you open the page again, so reopen Business Profile before you change a field someone else may have just saved.

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