Financial year
Needs setup
Period locks and invoice series reset from FY boundaries.
Workspace
Accounting command center
Syncing
Company setup
Shree Demo Traders
Manage the tenant profile, branch GST identity, financial-year controls and numbering setup that every downstream accounting workflow depends on.
GSTIN
27ABCDE1234F1Z5
Active branch
Mumbai HO
State code
27
Data source
Syncing
Tenant identity
Company and branch access context
- Legal name
- Shree Demo Traders
- Branch GSTIN
- 27ABCDE1234F1Z5
- Place of registration
- Mumbai HO
- Tenant isolation
- Header scoped API access
Invoice series
0 active
Sales, notes and purchases reserve numbers through backend series rules.
GST compliance
GSTIN ready
State code drives CGST/SGST versus IGST decisions across documents.
Branches
Tenant-scoped GST registrations and operating locations
Mumbai HO
27ABCDE1234F1Z5
Number series
Financial-year document prefixes used by posting flows
No number series configured yet.
Financial-year controls
Close or reopen posting periods after review
No financial years are configured yet.
Users and roles
Manage company members, role scope and default branch
Role permission matrix
Create company roles and assign V1 module permissions.
Admin
0 permissions assigned
Accountant
0 permissions assigned
Operator
0 permissions assigned
Ca Staff
0 permissions assigned
MemberRoleBranchStatus
No members configured yet.
Audit trail
Latest critical business actions in this tenant
ActionEntityActorRecorded
No audit log entries found yet.