Getting Started
Set up your company profile
Define the workspace identity and display context that the rest of your RunwayCal setup will use.
In this guide
Prerequisites
- The business name you want workspace members to recognize.
- The supported currency that should be used as the workspace display convention.
- An approved company logo if you want to add one now. Check exact file limits in the current interface.
What the company profile controls
The profile establishes shared workspace context. It does not create the operating records that determine cash, payroll, revenue, or runway.
| Item | What it means | Why it matters |
|---|---|---|
| Company name | The workspace identity shown to people using RunwayCal. | Helps distinguish the business and its reporting context. |
| Default currency | The supported currency used as the workspace display convention. | Provides a consistent currency label for amounts shown in the workspace. |
| Company logo | Optional visual identity for the workspace where supported. | Adds recognizable branding without changing any financial calculation. |
Prepare the workspace
Make the identity choices first so later operating records are entered in a consistent context.
Open Company Profile
Open workspace settings and locate Company Profile. If the option is unavailable, ask a workspace owner or administrator to review your access.
Confirm the company identity
Enter or review the company name shown in the current interface. Use the legal or operating name your team will recognize.
Choose the default currency
Select a supported currency that matches the convention used for the workspace. Do not assume this converts records entered from another currency.
Add the logo if useful
Upload an approved logo through the current control. Follow the file guidance shown in the interface because exact format and size limits are not locked here.
Review and save
Check the identity and currency context before saving. Treat a later currency change as a controlled review, especially after financial records exist.
What happens after you save
The workspace uses the saved identity and supported display context. Financial facts still come from records added in each operating area.
Recommended first setup sequence
- Company profile
- Treasury and cash
- Active team
- Deals and receipts
- Review the financial picture
- Saving the profile does not create a Treasury balance.
- Changing the logo does not change financial calculations.
- Changing a display setting must not be treated as proof that existing values were converted.
Currency and existing data
Currency changes deserve a review because labels, entered values, connected sources, and exported material may not share the same underlying currency.
If the business works with multiple currencies, decide how values should be normalized before they become planning inputs. Keep the original source context available for review.
If current workspace behavior is unclear, pause the change and confirm it through the product interface or support rather than assuming a conversion rule.
Troubleshooting and common questions
| Item | What it means | Why it matters |
|---|---|---|
| Company Profile is unavailable | Your account may not have access to workspace settings. | Ask a workspace owner or administrator to review access. |
| A logo is rejected | The file may not meet current interface requirements. | Use the format and size guidance shown beside the upload control. |
| The currency label looks wrong | The display convention may not match the records being reviewed. | Verify the profile setting and source of the underlying values before editing data. |
| Data already exists | A currency change may affect interpretation even if it does not convert values. | Review records and outputs before and after the change. |