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Organisation Details
The Organisation Details page is the first stop when setting up your company. It contains the core settings that affect how dates are displayed, which currency is used by default, how services are labelled, and which legal/contact identity appears on printed or generated business documents.
Navigation: Administration → General Setup → Organisation Details
Workspace Reference
| Workspace | How Users Reach It | What Users Usually Do There |
|---|---|---|
| Organisation Details | Administration -> General Setup -> Organisation Details | Review company-level display, timezone, language, base currency, date format, service display names, and document identity. |
| Currency Used | Administration -> Financial Setup -> Currency Used | Activate operational currencies after confirming the base currency. |
| Business Units And Types | Administration -> General Setup -> Business Units And Types | Build the organization structure after company-level settings are confirmed. |
| Service Switcher | Main application sidebar | See custom service display names where multiple service contexts exist. |
Company Settings
The company settings card displays and allows you to configure:
| Setting | Description | Example |
|---|---|---|
| Timezone | The default timezone for date/time display and processing | Africa/Kampala (UTC+3) |
| Language | The display language for the interface | English |
| Base Currency | The primary currency for financial reporting | UGX (Ugandan Shilling) |
| Date Format | How dates are displayed throughout the application | DD/MM/YYYY |
| Paper Size | Default paper size for printed reports | A4 |
TIP
The base currency is set during company registration and is used as the default for all financial reporting. You can still transact in multiple currencies — see Currency for details.
Service Display Names
If your company subscribes to multiple services, you can assign custom display names to each service. This helps users identify services using familiar terminology.
For example:
- Default: "Banking & Finance" → Custom: "Core Banking Operations"
- Default: "Community Finance & HR" → Custom: "SACCO Management"
Editing Service Display Names
- Scroll to the Service Display Names card
- Each active service shows its default name with an editable text field
- Enter your preferred display name
- Click Save
The custom names appear in:
- The Service Switcher dropdown
- Service-related headers and labels throughout the application
INFO
Service display names are cosmetic only — they don't affect functionality, permissions, or data scoping.
Document Identity
The Document Identity card controls the tenant-wide legal and contact block used by:
- generated communication documents
- invoice print and PDF output
- deposit statement print and PDF output
- loan installment schedule PDF export
- report PDF exports
- document transaction print reviews
- A4 POS receipts and return slips
- future statements, notices, and standard printable business documents
Typical fields include:
| Field | Meaning |
|---|---|
| Legal Name | Registered company or organisation name. |
| Display / Trading Name | Shorter public-facing name shown in headers. |
| Tagline | Optional secondary line under the organisation name. |
| Address Lines | Mailing or physical address shown in document headers. |
| City / Region / Country | Location details included in the printed identity block. |
| Primary / Secondary Phone | Contact numbers for customers, members, or external recipients. |
| Primary Email | Main contact email shown on generated outputs. |
| Website | Public website or service portal. |
| Registration / TIN / VAT | Compliance details used in document footers where applicable. |
| Logo URL | Document-facing logo reference when templates or print layouts use it. |
| Footer Disclaimer | Standard footer note for printed business documents. |
Use this card when the organisation needs one standard document identity across invoices, notices, letters, statements, and other generated outputs.
If a business unit later needs its own letterhead, that should be configured through branch-specific document logic rather than by changing the tenant-wide identity for everyone.
Print And PDF Presentation
Standard report and document outputs use the organisation identity as the customer-facing letterhead. If a logo is uploaded, it appears in the document masthead. If no logo is available, Pinkapple ERP uses a clean text monogram derived from the organisation name so documents still have a consistent header.
The standard footer keeps the Pinkapple ERP platform attribution centered at the bottom of printable documents. Page numbers remain separate where the output supports pages.
Current standardised outputs include:
| Output Area | Presentation Behaviour |
|---|---|
| Report PDF exports | Formal report masthead, tenant identity, filters, report title, page footer. |
| Document transactions | Transaction review layout with status, summary, lines, totals, signatures, and footer. |
| Billing invoices | Tenant identity header and shared document footer. |
| Deposit statements | Tenant identity header, account statement body, and shared document footer. |
| Loan schedules | Tenant identity plus loan schedule export body and shared footer. |
| Share certificates | Tenant identity and footer included in the exported certificate container. |
| POS A4 receipts/returns | Document-style A4 print with centered Pinkapple ERP footer. |
| POS 58mm/80mm receipts | Compact thermal layout; the large document shell footer is intentionally omitted. |
Use A4 POS paper when a customer needs a formal printed document. Use 58mm or 80mm when printing to a receipt printer.
Next Steps
- Business Units & Types — Define your organisational structure
- Currency — Activate currencies for your operations
- Templates — Control document body content plus layout behavior