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
Companiesfrom theSystemsection. - The company you want to maintain is visible in the list.
Steps
- Open
Companies. - Find the company you want to maintain.
- Use
Editto 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. - Use the archive action to move a company out of the active list when you no longer want it used day to day.
- If needed, switch to the
ArchivedorAllfilter to review archived companies. - Unarchive a company if it needs to become active again.
- Permanently delete a company only after it has been archived first.
- 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.
Related Articles
- Use the Companies tab
- Understand the chart of accounts structure
- Understand audit-sensitive ledger behavior
Info
- App sections:
companies - Last validated: 2026-05-04
- Screenshot status:
not-started