Company Settings in Zoho Vertical Studio | Vertical Studio Help Guide

Company Settings - An Overview

In Vertical Studio, you can define the default organization information for your application. The details specified in the developer console are applied as default settings for all new sign-ups.

The settings allows you to:

  • Define a fiscal year

  • Set business hours

  • Manage currencies, and

  • Configure organization location

These settings enable you to establish organization-specific details, ensuring that dependent features function as expected. For example, Scheduled reports will follow the organization’s defined time zone, and the application's base currency will align with the currency set in this section.

NotesNote 
Subscribers can modify these settings at any time to suit their specific needs.

Fiscal Year 

Set a default financial reporting timeline for the subscriber organization. Configure details such as the fiscal year's start and naming conventions. This ensures your application is delivered with pre-defined default settings.

Learn more about configuring Fiscal Year and its packaged behavior.

Business Hours

Establish a default working hours and days for the subscriber organization. You can choose from the predefined options or customize the working hours to align the activities and workflows with the operational schedule. You can even create and assign shift hours to specific users based on requirements.

Learn more about configuring Business Hours and its packaged behavior.

Currencies

Assign a default home currency to the subscriber organization. You can configure its symbol, decimal places, and separators to maintain consistency across financial data and reports.

Learn more about configuring Currencies and its packaged behavior.

Local Information

Set a default time zone, language, time format, and country for the subscriber organization. These configurations provide a localized experience for the subscribers and ensure consistency across global operations.

Learn more about configuring Local Information and its packaged behavior.

Org Settings

The Org Settings helps you to create Organization specific CRM Variables. The variables act as containers to store data which can be reused across the subscriber organization. They are designed with various permission categories for higher customizability, integration capabilities, and developer control.

 Learn more about creating a Variable and its packaged behavior.

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                                                                                                                            • Related Articles

                                                                                                                            • Fiscal Year

                                                                                                                              With this support, you can define the default financial reporting period for the subscriber organization. This setup is crucial for businesses to align their data with accounting and financial processes.You can define the start month of a fiscal year ...
                                                                                                                            • Business Hours

                                                                                                                              Business Hours in Vertical Studio help you to set a default operational schedule for the subscriber organization. It helps in aligning the workflows and activities with the subscriber organization's working hours. You can choose from three business ...
                                                                                                                            • Currencies

                                                                                                                              Configuring default Currencies ensures standardized financial data across your vertical application. You can setup a Home Currency and add multiple other currencies, each with an exchange rate relative to the home currency. Additionally, while ...
                                                                                                                            • Location Information

                                                                                                                              The Location Information in the Company Settings allows you to define the time zone and language for the subscriber organization. These details are crucial for delivering a localized experience to subscribers, enabling them to work seamlessly in ...
                                                                                                                            • Org Settings - Variables

                                                                                                                              Variables in Zoho Vertical Studio acts as a container to store data, which can be reused across different parts of your vertical application. It helps in automating mundane processes, tailoring user experiences, and integrating with other ...
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