To enter basic company information:

1. Go toSetup > Company > Company Information.

2. On the Set Up Company page, enter your company information:

   • Company Name Enter your company's name in the format that you want it to appear in on all forms except checks.

   • Legal Name Enter the legal name of your company.

   • Taxonomy Reference Select the taxonomy reference used by your company. Taxonomy reference is specifically used for Portugal Standard Audit File for Tax (SAF-T) which refers to the new classification for the natural accounts of the SNC. This identifies the use of the relative tax reporting type on the legal entity tax registration.

   • E-Document Country for Free Use Select the country where you want to send e-documents to. If the Electronic Invoicing SuiteApp is installed on your account, you can use this SuiteApp to send e-documents to one country for free. To send e-documents to multiple countries, you must purchase a license for Electronic Invoicing. After you send an e-document, you cannot edit this field.

   • E-Document Sender Select the employee whose name and email address you want to appear as the sender of e-documents sent by your company. If you do not select an employee, the name and email address of the user who sent the e-document will be shown as the sender.

   • E-Document Email Customization Template Select an E-Document Email Customization Template to use. This template will add the predefined text to the email subject and body when the Default option is selected in the E-DOCUMENT SENDING METHOD PLUGIN IMPLEMENTATION field. For more information, seeE-Document Email Custom Templates.

   • Recipient of E-Document Notifications Enter the email address of the recipient of email notifications when bulk processes have finished or encountered errors. If you do not enter an email address, the notifications will be sent to account administrators.

   • Ship to Attention Enter the name of the designated contact person for your company as recorded on your UPS account.

     Note

     This field is required for UPS Integration.

   • Company Logo (Forms) Select your company logo to show on printed and emailed transaction forms.

     To upload a logo, go toDocuments > Files > Images > New. Be sure to check theAvailable Without Loginbox. Logo files must be in GIF or JPG format, and the file size should be less than 10 KB.

     If you have uploaded a logo, but do not see it in the list, make sure that the correct folder is selected in the Company Logo Folder list on theSetup > Company > General Preferencespage.

     Note

     To print your logo on standard forms, the logo must be no more than 200 pixels wide and 60 pixels high. Image resolution may change how your logo appears on a standard form. If your logo doesnt display correctly, change the image resolution.

     If your image resolution is too high, the page load time may increase.

   • Company Logo (Pages) Select a company logo to show on the pages of your Customer, Partner, and Vendor Centers.

   • Display Logo Internally Check this box to show the logo selected in the Company Logo (Pages) field on all pages of your NetSuite account next to the Oracle NetSuite logo.

   • Web Site Enter the URL of your website.

   • County/State/Province Set up counties, states, and provinces. For information, seeSetting Up States, Provinces, and Counties.

   • Country This field shows the country set for the company. For information, seeSupported Countries.

   • Return Email Address Enter the return email address used to send email forms and reports from NetSuite.

   • Fax Enter an optional fax number for your company.

   • Currency (Available when the Multiple Currencies featureisenabled.) Choose a base currency for the company. Choose carefully because after transactions have been entered with the selected base currency, you can no longer edit this field.

     To add a currency, go toLists > Accounting > Currencies > New. For information about working with multiple currencies, seeCurrency Management. You can format the currency on the currency record.

   • Currency fields (Available when the Multiple Currencies featureis notenabled.) Use these fields to select a currency and format how currency amounts appear on reports and printed transactions.

     • Currency Locale Select a country to determine the currency for your account. The currency locale specifies the symbol, symbol placement, and thousands separator for currency values.

     • Name Enter a unique name for the currency.

     • ISO Code Enter the three-letter International Standards Organization (ISO) code for the currency.

     • Default Exchange Rate Enter an exchange rate for this currency against the base currency of the company, or if you use OneWorld, for this currency against the base currency of the root parent subsidiary.

     • Automatic Update Check the box to update currency exchange rates daily.

     • Currency Precision Displays the precision of the currency, which designates the number of digits to the right of the decimal point used in currency transaction. Precision can be zero or two.

     • Inactive Check the box to make the currency record inactive, or clear it to make the record active.

     • Format Sample This field displays the default currency format for the currency. The currency format is the combination of the symbol, thousands separator, and level of decimal precision to display amounts on transactions.

     • Override Currency Format Check this box to override the default currency format for this currency. If you check the Override Currency Format box, the Currency Local field disappears, and the Currency Symbol and Symbol Placement (Before Number or After Number) fields appear.

       Customized currency formats apply to currency fields displayed on the screen including viewing forms, editing and creating new forms, list pages, search results, and printed documents. Customized currency formats arenotreflected in reports or CSV import and export results.

     • Symbol Enter the currency symbol and text that you want to use for this currency. Include spaces if you want to separate the symbol from the currency value. For example, $ USD or $USD.

     • Symbol Placement Select to place the currency symbol before or after the number.

       The Format Sample field shows how currency amounts will display using the customized currency format.

       SeeCustomizing Currency Formatsfor more information about currency formats.

   • National business identification number (This number varies from country to country. It is usually assigned by a national tax agency.)

     • Australia - ABN: Enter your ABN (Australian Business Number), which is required if your company is required to be registered for the goods and services tax (GST). If you do not have an ABN, and you need one, please visit the Australian Taxation Office website athttp://www.ato.gov.au.

     • Canada - Business Number: Enter the 15-digit registration number that identifies your company to the Canada Revenue Agency (CRA). If you do not have a Business Number, visit the CRA website athttp://www.cra-arc.gc.ca/menu-eng.html.

     • UK VAT Registration No.: Enter your company's VAT registration number. If you do not have a VAT registration number, please visit the HMR&C website athttp://www.hmrc.gov.uk.

     • US - Employer Identification Number: Enter your company's U.S. federal employer identification number (EIN). If you do not have an EIN, visit the IRS website athttp://www.irs.treas.gov.

   • ACN (Australia only): Enter your ACN (Australian Company Number). For information about the ACN, seehttp://www.asic.gov.au.

   • SSN or TIN (Social Security Number, Tax ID Number): If your business is a proprietorship or you do not have an EIN, enter your SSN or TIN.

   • If your account has the EU One Stop Shop feature enabled:

     • OSS Applies: Check this box if the One Stop Shop (OSS) VAT scheme applies to this company.

     • OSS Nexus: Select the EU member state (tax nexus) where you are registered for OSS VAT returns.

   • UPS 3rd Party Billing Account Number: Available when Third Party Billing is enabled on the Preferences subtab atSetup > Accounting > Shipping. Enter the UPS account number that should be used by default when Third Party Billing is selected on a UPS-integrated item fulfillment. This can be your company's primary account number that should be used regardless of location.

     You can override this account number on item fulfillments to enter another 3rd party account.

     To set a default for customers when billing recipients, enter the customer's UPS or FedEx account number on the customer record.

   • FedEx 3rd Party Billing Account Number: Available when Third Party Billing is enabled on the Preferences subtab atSetup > Accounting > Shipping. Enter the FedEx account number that should be used by default when Bill Third Party is selected on FedEx-integrated item fulfillments.

   • 3rd Party Billing Zip: Available when Third Party Billing is enabled on the Preferences subtab atSetup > Accounting > Shipping. Enter the zip code or postal code associated with the 3rd party accounts.

   • 3rd Party Billing Country: Available when Third Party Billing is enabled on the Preferences subtab atSetup > Accounting > Shipping. Select the country associated with the 3rd party account numbers.

   • First Fiscal Month: Select the first month of your fiscal year.

   • Time Zone: Select the time zone where your company is located. Individuals can set their personal time zones atHome > Set Preferences.

   • Allowed IP Addresses: Available when the IP Address Rules feature is enabled. Enter the IP addresses from which you want to allow access to your NetSuite account. For more information, seeEnabling and Creating IP Address Rules.

   • Account ID: This field shows the NetSuite account ID for your company, which is required when you submit a support case.

   • Data Center: This field shows the data center where your account resides.

   • Check theGL Impact Lockingbox to permit NetSuite to automatically generate journal entries (copy and adjustment) when changes are made to a transaction that posted to the general ledger.

     When this box is checked, transactions that post to the general ledger display the GL Impact subtab. This subtab records the general ledger impact of this transaction and any modifications.

     You can check or clear this box as needed.

     Note

     This option is visible in implementations that are not OneWorld and only when the GL Audit Numbering feature is enabled. For more information, seeGL Audit NumberingandGL Impact Locking.