The Business Unit page is where you set up the core information about your company in include GO — the name, logo, address, and tax details that every other part of the system refers back to. Think of this as your company's profile card. Most of these settings are filled in once when you first set up your account, then rarely touched again.
You'll find the Business Unit page under Settings → Organization → Business Unit.
The page is organized into four tabs across the top:
General — your company's name and legal details
Branding — logos, brand color, and tagline
Contact & Location — phone, email, website, and address
Fiscal & Tax — tax IDs, fiscal year, and currency
Click a tab to switch between them. Each tab has its own Save button at the bottom — your changes on one tab are saved independently from the others, so you can fill them in one at a time.
General Tab
Basic facts about your company. This is the first tab you land on.
Field | Required? | What to enter |
|---|---|---|
Display Value | Yes | The name of your company as it should appear throughout the app. This shows up on invoices, reports, emails, and in the app's header. Example: Acme Landscaping. |
Legal Name | No | Your company's full legal name, if it's different from the Display Value. Used on official documents like tax forms and contracts. Example: Acme Landscaping Services, LLC. |
DBA Name | No | "Doing Business As" name, if your company operates under a trade name different from its legal name. Leave blank if it doesn't apply to you. |
Business Type | No | Pick from the dropdown: LLC, Corporation, Partnership, Sole Proprietorship, or Non-Profit. This is informational only — it doesn't change how anything works, but it's useful for reporting and accounting. |
Click Save when done.
Branding Tab
Upload your logos and set your brand color. These appear in the app's header, on emails you send to customers, and on any PDFs you generate (invoices, purchase orders, reports, etc.). Getting this right once saves you from having to explain your brand every time you send something out.
Logos
Logo | Shape | Max Size | Where it's used |
|---|---|---|---|
Small Logo | Square (1:1) | 1 MB | Tight spaces like browser tabs, mobile navigation, and email signatures. Think of it like a profile picture. |
Standard Logo | Horizontal (wide) | 2 MB | Wider spaces like the top of invoices, printed reports, and the login page. This is your "full" logo. |
Accepted file types: PNG, JPG, JPEG, or SVG. PNG with a transparent background usually looks best because it works on both light and dark backgrounds.
To upload: click the upload area, pick a file from your computer, and the preview will appear right away. To replace a logo you've already uploaded, click it again and pick a new file.
Brand Identity
Field | Required? | What to enter |
|---|---|---|
Brand Color | No | Your company's primary color, as a 6-digit hex code like |
Logo Text | No | A short text version of your company name (like Acme Corp), shown next to or instead of the logo if the image doesn't fit. Max 100 characters. |
Tagline | No | A short slogan or description of your company (like Building a better tomorrow). Used in email headers and some PDF templates. Max 255 characters. |
Tip: If you don't have logos yet, leave them blank — the app uses a default logo and color until you upload your own. You can always come back and add them later.
Contact & Location Tab
Your company's contact details and physical address. These appear on customer-facing emails, PDFs, and any printed document include GO generates for you.
Contact Information
Field | Required? | What to enter |
|---|---|---|
Phone | No | Your company's main phone number. Any format works — the app cleans it up automatically. Example: (555) 123-4567. |
Website | No | Your company's website, including |
Messaging Email | No | The email address customers see on messages they get from the app. Use a real, monitored inbox — customers may reply to it. |
No-Reply Email | No | The "from" address for automated notifications the customer shouldn't reply to (like delivery confirmations). Usually something like noreply@yourcompany.com. |
Address
The physical address of your main office or headquarters. This is used for tax reports, customer-facing PDFs, and any place the system needs to show where you're based.
Field | What to enter |
|---|---|
Address Line 1 | Street number and street name. Example: 123 Main Street. |
Address Line 2 | Suite, floor, unit, or building number. Leave blank if it doesn't apply. |
City | City name. |
State / Province | Two-letter state code (US/Canada) or full province name. |
Postal Code | ZIP or postal code. |
Country | Country name. Defaults to US. |
Fiscal & Tax Tab
Tax IDs and accounting settings. Be careful on this tab — the two required fields (Fiscal Year Start Month and Default Currency) affect how every financial transaction in include GO is recorded. If you're not sure what to enter, ask your accountant or bookkeeper before saving.
Field | Required? | What to enter |
|---|---|---|
Country Tax ID (EIN) | No | In the US, this is your Employer Identification Number from the IRS — a 9-digit number formatted like 12-3456789. Used on tax forms and official reports. Get this from your accountant or the IRS if you don't already have it. |
State Tax ID | No | Your state tax identification number, if your state requires one. Format varies by state. |
Fiscal Year Start Month | Yes | Pick the month your fiscal year starts. Most businesses in the US use January, but if your accountant set you up on a different cycle (for example, July for schools or October for government contractors), pick that month. This controls when financial periods reset and when year-end closing happens. |
Default Currency | Yes | The currency your business runs on. For most US companies this is |
Important: Once you've started entering real financial data (invoices, purchase orders, payroll), avoid changing Fiscal Year Start Month or Default Currency. Both settings cascade through the rest of the system and changing them after the fact can make your reports look very strange. Get them right on day one.
Who Can Edit This Page?
Editing Business Unit settings is controlled by the Settings Manage Business Unit permission. By default only Super Admin and Branch Manager roles can make changes. Users with the Settings View permission can see the page but won't see the Save button.
If you need to let a specific person edit Business Unit settings, go to Settings → Administration → Roles and add the "Settings Manage Business Unit" permission to their role. See the Roles & Permissions article for how.
Tips & Best Practices
Fill this in on day one. Every other part of include GO pulls from here — your logo on invoices, your address on tax forms, your currency on every line item. Getting it right up front saves a lot of cleanup later.
Use a PNG logo with a transparent background. JPGs have white edges that look bad on colored email headers. SVGs work too and scale to any size.
Double-check the Fiscal Year Start Month. This is the most common setup mistake. If you're not sure, ask your accountant before saving.
Save each tab separately. There's no "save all" — each tab's Save button only saves that tab's fields. If you make changes and click away without saving, you'll lose them.
Common Questions
I uploaded a logo but it looks wrong in my emails. Emails use the Standard Logo (horizontal), not the Small Logo. Make sure your standard logo is the one you want customers to see, and that it has enough blank space around it — some email clients crop it slightly.
I typed a hex color but the field won't save. Hex codes must be exactly 6 digits after the #, like #FF5733. Short forms like #FFF don't work. If you're not sure, click the color swatch and pick visually — the field will fill in the correct format automatically.
My company operates from two addresses. Which one goes here? Use your main office or headquarters address. If you need to track multiple physical locations (job sites, yards, satellite offices), use the Locations page instead.
Can I change my Display Value later? Yes, at any time. The new name takes effect immediately across the app — future invoices, emails, and reports will use the new name, though existing ones keep whatever name was in place when they were generated.
What happens if I leave Default Currency blank? You can't — it's required. If you try to save the Fiscal & Tax tab without it, you'll see a validation error.
Related Topics
Fiscal Periods — Define the monthly or quarterly periods your fiscal year is broken into
Tax Entities — Detailed tax configuration beyond the basic tax IDs on this page
Branches — Divisions within your business unit for regional or departmental tracking
Locations — Physical addresses for job sites, offices, and warehouses
Roles & Permissions — Control who can edit this page