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Company Profile

Review and manage company information including address details, key contacts and reporting calendars. This will provide your BUCS team with the most accurate and recent preferences to build customized data sets.

Most company profile details will be provided during the onboarding process when you first set up your account. However, you can review and edit at any time.

ℹ️ Only users with the Account Administrator role can add view and edit the company profile page.

Review Company Profile

  1. Navigate to BUCS Customer Portal > Account Management > Company Profile.
  2. Review and add or edit details. Fields included on the company profile:

    1. Company Information: The company's website and the physical location of the company's headquarters or primary place of business. This includes street address, city, state/province, postal code, and country. Required information.

    2. Contacts: The onboarding contact who is responsible for setting up the company program and the billing contact/email distribution where invoices should be sent. Required information.

    3. Industry Information: The North American Industry Classification System (NAICS) code that categorizes the company's primary industry. This standardized code helps in identifying the type of business operations and is useful for market analysis and benchmarking. Optional information.

      ℹ️ If you do not know your NAICS Code you can click on the Click Here button to find it. After the 6 digit code is entered, you can hit the Search button and the NAICS Industry will populate.

    4. Reporting Calendar: The schedule or timeline that the company follows for financial and operational reporting. This can include fiscal year dates, quarterly reporting periods, and any other significant reporting deadlines. This helps determine different ways to layout financial reports and report equity accounts appropriately. Required information.

    5. Technology Systems: Details about the primary technology platforms and systems the company uses. Optional information.

    6. General Information: Provides a comprehensive profile of the company for onboarding and analytical purposes. Optional information.

  3. Once you have edited a field, a banner will appear at the bottom of the page where you can Save changes or click Cancel to disregard changes.
  4. Click Save to keep any changes you have made.