Before you start
Company and billing changes require the relevant workspace authority.
What to do
- Use Account for personal identity and shared regional preferences.
- Use Midas company or billing settings for the business information shown on its documents.
- Check the effect on new documents before changing a default.
- Review the saved settings and any recorded history after a change.
What happens next
Personal display preferences and legal business facts remain separate.
If something goes wrong
Changing a display currency does not rewrite an existing invoice. Verify tax and legal decisions against the business requirements rather than a help example.
