Company Profile

Use the Company Profile page to maintain company default settings.

Basic settings

The following options are available on the Basic Settings tab:

  • System Name: Changes the system name.
  • Display User Help: Controls access to the UA help project when the Help button is clicked. The options are:
    • Show Default Help Link: Display the UA help project.
    • Show Custom Help Link: Display an alternate help project.
    • Hide Help Link: Do not display the UA help project.
  • Homepage: Changes the company home page.
  • Default Date Format: Changes the default date format. The options are:
    • Month / Day / Year
    • Day / Month / Year
    • Year / Month / Day
  • Default Time Format: Changes the default time format. The options are:
    • 24 hour
    • 24 hour with seconds
    • 12 hour
    • 12 hour with seconds
  • Fiscal Year Begins: Changes the month (first day of the month) when the fiscal year begins. The default month is January.
  • Fiscal Year: Changes the fiscal year. Select one of the following:
    • Current to use the calendar year: January 1 to December 31.
    • Current +1 to move your financial data to the next year if your fiscal years starts after July.

Logo settings

Use the Logo Settings tab to add and maintain the system logos.

  • To add a logo, click Choose File in the logo section that you want to add. Browse to and select the logo file and then click Open. Click Save.
  • To hide the default Upland logo, in the logo section that you want to hide, click Yes. Click Save.

The following logo sections are available:

  1. Header Logo: The header logo displays on the Top Main Menu bar.
  2. Login Logo: The login logo displays on the login page.
  3. Footer Logo: The footer logo displays in the footer.