Review Company-Level Maintenance Actions

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

Companies tab filtered to Archived companies with edit, archive, and delete maintenance actions visible

When to use this

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

Before you start

  • 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, phone, email, address, currency, country, posting cutoff date, fiscal year end, required account fields, dimensions, accounting edit permissions, default A/R and A/P accounts, invoice settings, or item presentation settings.
    • Workspace or tenant accounting edit-policy defaults can prefill new company setup when those defaults exist, but explicit values saved on the company control that company.
    • If Required account fields is set to Name, supported account lists and pickers can hide account codes and sort by account name.
    • If Control accounts is exposed, selected accounts should be posted through their source workflow; SPRK can hide or block those accounts in new manual journal-entry account choices.
  4. Review invoice-facing company settings when your team prints customer invoices:
    • Invoice defaults stores Default invoice payment terms and New invoice workflow.
    • Company phone, email, address, city, state, postal code, country, and Payment Instructions can feed the customer-standard printed invoice layout.
  5. Review Item identification when users report that item numbers are visible or hidden in item and invoice workflows:
    • Item number + description keeps item numbers visible beside descriptions where supported.
    • Description only hides item numbers from supported selectors and line helpers without deleting them from item records.
  6. Open Defaults from the left sidebar when you want to store tenant-level defaults for future companies or bulk-apply required-account-field and edit-policy defaults to selected active companies.
  7. Use the archive action to move a company out of the active list when you no longer want it used day to day.
  8. If needed, switch to the Archived or All filter to review archived companies.
  9. Unarchive a company if it needs to become active again.
  10. Permanently delete a company only after it has been archived first.
  11. If SPRK warns that the company has journal entries, keep it archived instead of expecting permanent delete to succeed.

What happens next

You can maintain company settings and lifecycle state without guessing which actions are reversible.

  • A posting cutoff date can restrict which dates are allowed for future posted entries, but changing the cutoff does not repost prior activity automatically.
  • Changing Required account fields affects account setup and visible account presentation. It does not delete existing account codes or change posted balances.
  • Changing Control accounts changes future manual-journal availability for selected accounts. It does not delete accounts or rewrite existing posted lines.
  • Changing Invoice defaults can affect new invoice starting terms, due dates, and workflow status. It does not rewrite already posted invoices.
  • Changing company contact fields or Payment Instructions can affect future printed customer invoices.
  • Changing Item identification affects visible item labels in supported workflows. It does not delete item numbers, item accounts, or posted invoice lines.
  • Defaults bulk apply changes required account fields and accounting edit permissions on selected active companies while preserving unrelated company accounting settings.
  • Archiving or unarchiving a company changes its availability in the company list and selector.
  • Permanent deletion is limited to archived companies, and companies with journal-entry activity are blocked from deletion.