Review Company-Level Maintenance Actions

Edit company details, archive or unarchive companies, and understand when permanent delete is available.

Purpose

Use this workflow when you need to maintain company settings after a company already exists.

Prerequisites

  • You can open Companies from the System section.
  • The company you want to maintain is visible in the list.

Steps

  1. Open Companies.
  2. Find the company you want to maintain.
  3. Use Edit to update company-level details such as display name, legal name, currency, country, posting cutoff date, fiscal year end, required account fields, dimensions, or default A/R and A/P accounts.
  4. Use the archive action to move a company out of the active list when you no longer want it used day to day.
  5. If needed, switch to the Archived or All filter to review archived companies.
  6. Unarchive a company if it needs to become active again.
  7. Permanently delete a company only after it has been archived first.
  8. If SPRK warns that the company has journal entries, keep it archived instead of expecting permanent delete to succeed.

Expected Result

You can maintain company settings and lifecycle state without guessing which actions are reversible. Current general ledger impact as of 2026-05-04:

  • Editing company settings changes setup values but does not create a journal entry by itself.
  • A posting cutoff date can restrict which dates are allowed for future posted entries, but changing the cutoff does not repost prior activity automatically.
  • Archiving or unarchiving a company changes availability in the company list and selector; it does not create, edit, or delete journal entries.
  • Permanent deletion is limited to archived companies, and companies with journal-entry activity are blocked from deletion.

Common Mistakes

  • Trying to delete an active company before archiving it.
  • Assuming a company with accounting activity can always be removed permanently.
  • Treating setup edits as though they rewrite prior transactions automatically.

Info

  • App sections: companies
  • Last validated: 2026-05-04
  • Screenshot status: not-started