Company settings
The company details every document is built from — name, GSTIN, state code, address, currency, financial year and the purchase order approval threshold — and what each one controls.
Your company details are entered once, in the setup wizard that opens after you create your account. This page explains what each one controls once the company is running. For the wizard's screens step by step, see Company setup.
📷 Screenshot spot — setup step 3 "How your books run", with the threshold quick picks and the preview showing the current financial year
Save as static/img/screenshots/admin-company-settings.png and replace this box with 
Where to change them
The setup wizard is the only screen that edits company details, and it cannot be reopened once you click Finish setup. The Settings page and its Administration tile cover your own account and your people, not the company. To correct a company detail after setup, email support@zaptiz.com with the change. Check every step with Back before you finish the wizard.
What each detail controls
| Detail | Where it is used |
|---|---|
| Company name | Printed on every quotation, purchase order, RA bill and invoice. Emails sent through the shared Zaptiz sender show it as "Your company via Zaptiz". |
| Legal name | The registered name, where it differs from the trading name. |
| Phone, Company email, Website | Document headers. The company email is the reply-to address on documents emailed before you connect your own sender. |
| GSTIN, PAN, CIN | Your tax identity on documents. The GSTIN is checked for shape only; a real number is never refused. |
| GST registration | Regular, Composition or Unregistered. |
| State · GST code | The supplier side of every GST calculation. See below. |
| Registered address | Document headers. |
| Currency | INR, AED or USD. |
| Financial year starts | When your financial year begins — April for India. Document numbers restart each financial year. |
| Purchase order approval threshold | The largest purchase order a Procurement Manager may approve. See below. |
The state code and GST
On a tax invoice, Zaptiz compares two states: your company's state code (the supplier) and the place of supply. For a works contract the place of supply is the site — the state code on the project — not the client's office.
- Same state: CGST + SGST.
- Different states: IGST.
Without your company's state code, an invoice cannot tell which split applies. Set it in the wizard, and check that every project has the site's state code when the contract is awarded. A wrong split is a GST return problem for your client and for you.
The purchase order approval threshold
| Order total | Who may approve it |
|---|---|
| At or below the threshold | Procurement Manager or Company Admin |
| Above the threshold | Company Admin only |
The default is 0, which sends every purchase order to a Company Admin. That is deliberately the safe direction: a company that never decides on a limit has not handed out unlimited purchasing authority by accident.
The threshold in force when an order is submitted is stored on that order. A later change does not alter what was approved under the old one.
What is not configurable here
- Company logo and letterhead — there is no upload for a logo yet.
- Document number formats — numbers are generated for you and cannot be reformatted. Company-wide documents carry the financial year and restart each year, for example
INV/2026-27/0001orPO/2026-27/0001; project documents such as RA bills and variations are numbered within their project.
Related
- Company setup — the wizard screens and fields.
- Purchase orders — where the approval threshold applies.
- Tax invoices — where the state codes decide CGST + SGST or IGST.