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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.
Business Profile is the first page Settings opens. If you open Settings without choosing a page, or follow an old settings link that no longer exists, Arcus shows Business Profile.

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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 find the page by typing “Business Profile” in the command palette.

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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.

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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.
Changing the business time zone does not move any posted journal entry. Posted entry dates are plain calendar dates and never shift. The change only affects what Arcus treats as today from now on.

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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. When you save, Arcus also copies the address to your default location, so the ship-from address on labels and the location record stay in step.
  1. Click Upload icon or Upload logo (or Change when an image is already set).
  2. Choose an image file.
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 here, your page refreshes to show it.

Branding

Set the brand color used on documents and shared links, and preview your icon and logo.

AR & Invoicing

Record the company default shipping terms and invoicing defaults.

Company Setup

Review Business Profile, Branding, and Locations together when setting up an entity.

Switch Entity and Location

Move between entities, locations, and the sandbox from the workspace header.