Company Settings

ReqFlow's company settings provide comprehensive configuration options to tailor the system to your organization's specific needs. These settings establish the foundation for your requisition management processes, ensuring alignment with your business practices and compliance requirements.

Organization Profile

The organization profile establishes your company's identity within ReqFlow:

• Company Information - Legal name, tax IDs, and contact details
• Branding - Logo, colors, and custom domain
• Multiple Entities - Support for parent/subsidiary relationships
• Business Hours - Define working days and hours for SLA calculations
• Fiscal Calendar - Set fiscal year start/end dates and period definitions

Organizational Structure

Configure your company's internal organization:

• Departments - Create and manage departmental hierarchy
• Cost Centers - Define financial responsibility centers
• Locations - Manage physical office locations and addresses
• Divisions - Segment larger organizations into business units
• Custom Organizational Units - Create organization-specific groupings

Approval Workflow Configuration

Design approval processes that match your organizational requirements:

• Workflow Templates - Predefined approval paths for different requisition types
• Approval Levels - Configure multi-tier approval hierarchies
• Approval Thresholds - Set monetary limits for different approval levels
• Conditional Routing - Create rules for dynamic workflow determination
• Parallel Approvals - Enable simultaneous review by multiple approvers
• Escalation Rules - Automate handling of delayed approvals

Financial Settings

Configure financial parameters for your requisition processes:

• Currency Settings - Base currency and multi-currency support
• Tax Configuration - Default tax rates and tax calculation rules
• Budget Controls - Budget checking and enforcement options
• Accounting Integration - GL account structure and mapping
• Payment Terms - Standard payment terms for vendors
• Financial Approval Limits - Monetary thresholds for different roles

Requisition Settings

Customize how requisitions function in your organization:

• Numbering Schemes - Format for requisition IDs and reference numbers
• Required Fields - Specify mandatory information for requisitions
• Custom Fields - Add organization-specific data fields
• Templates - Create reusable requisition templates
• Attachments - Configure document requirements and restrictions
• Approval Rules - Set conditions for auto-approval or enhanced scrutiny

Vendor Management Settings

Configure how your organization works with suppliers:

• Vendor Onboarding - Process for adding new vendors
• Vendor Categories - Classification system for suppliers
• Preferred Vendors - Designate and prioritize approved suppliers
• Vendor Performance - Metrics and scoring for supplier evaluation
• Vendor Portal Access - Configure supplier self-service options
• Compliance Requirements - Track vendor certifications and documentation

Notification Settings

Control how users are informed of system events:

• Email Notifications - Configure email alerts for different events
• In-app Notifications - Set up system notifications within ReqFlow
• Mobile Alerts - Configure push notifications for mobile users
• Notification Templates - Customize message content and formatting
• Digest Options - Configure summary notifications
• Escalation Alerts - Special notifications for time-sensitive items

Integration Settings

Configure connections with other business systems:

• ERP Integration - Connect with enterprise resource planning systems
• Accounting Software - Link to financial management systems
• Identity Providers - Configure SSO and directory services
• Email Integration - Set up email servers and services
• API Configuration - Manage API keys and access
• Webhook Settings - Configure event-triggered notifications to external systems

Compliance and Security Settings

Ensure your system meets regulatory and security requirements:

• Audit Trail Configuration - Control what activities are logged
• Data Retention Policies - Set rules for data storage and archiving
• Compliance Reports - Configure standard compliance reporting
• Security Policies - Password requirements and session controls
• Access Controls - IP restrictions and multi-factor authentication
• Data Privacy Settings - Configure GDPR and other privacy compliance features

System Customization

Tailor ReqFlow's appearance and behavior:

• UI Customization - Adjust the user interface to match your brand
• Custom Fields - Add organization-specific data fields throughout the system
• Form Builders - Create custom forms for different processes
• Report Customization - Design tailored reports and dashboards
• Terminology Settings - Adjust system terminology to match your organization
• Feature Toggles - Enable or disable specific system capabilities

Get Started

To configure your company settings in ReqFlow:

1. Log in as an administrator
2. Navigate to Settings Company Settings
3. Work through each section to configure your preferences
4. Save changes in each section
5. Test configurations to ensure they work as expected

For more detailed instructions, check out our Company Settings Setup Guide.