Use the Companies Tab

Open the Companies tab to review active and archived companies, refresh the list, and reach creation or maintenance actions.

Purpose

Use this workflow when you need a central place to review companies and reach the actions for selecting, editing, archiving, deleting, or adding a company.

Prerequisites

  • You are signed in to SPRK.
  • At least one company exists in the workspace.

Steps

  1. Open Companies from the System section in the sidebar.
  2. Review the company table on the Companies tab.
  3. Use the filter control to switch between Active, Archived, and All.
  4. Select Refresh if you need to reload the list.
  5. Use New Company for a blank company, or open the menu next to it for import and demo options.
  6. Use the row actions to select the active company, edit a company, archive or unarchive it, or permanently delete an archived company.

Expected Result

You can see the publicly supported company management actions in one place, including the active company marker and company-level action buttons. Current general ledger impact as of 2026-05-04:

  • Viewing or refreshing the company list does not create, edit, or delete a journal entry.
  • Switching which company is selected changes app context only.
  • Opening company creation or maintenance actions does not post to the general ledger until you later create accounting transactions inside that company.

Common Mistakes

  • Looking for company maintenance under Preferences or another settings tab.
  • Assuming archived companies disappear from filters permanently.
  • Using the New Company menu when you only meant to switch the active company.

Info

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