ANTE User ManualCompany Information
Company Information settings allow you to configure your organization's basic details that appear throughout the system.
Overview
Set your company's name, logo, address, and contact information. This information appears on documents, emails, and throughout the interface.
Page Layout
The page has four tabs. Only full-access (Super Admin) accounts see the last two.
- Profile (opens by default) - General, Contact & Address, Government Registrations, Regional Settings and Data Privacy. Save Changes and Discard sit in the page header at the top right; both stay disabled until you change something, and an Unsaved changes note shows while edits are pending
- Logo & Handbook - the Company Logo card and the Company Handbook card
- Login Security - Two-step verification and Sessions & Passwords (full-access accounts only)
- Sales & Purchasing - line discount presets and the minimum canvass suppliers (full-access accounts only)
The active tab is kept in the address (?tab=branding, ?tab=security, ?tab=policies), and every tab stays loaded, so unsaved Profile edits survive a switch between tabs. If you leave or reload the page with unsaved Profile edits, the browser asks you to confirm. A failed save puts the cursor on the first field that needs fixing.
Company Details
These fields are on the Profile tab. They are grouped into the cards General, Contact & Address (next section), Government Registrations, Regional Settings and Data Privacy (see Privacy Contact below).
General
| Field | Description |
|---|---|
| Company Name | Legal company name. Required. |
| Company Code | The company code (domain prefix) used when signing in. Required. Everyone enters this code to sign in. |
| Registration No. | Business registration number. |
| Business Type | Type of business. Required. |
| Industry | The industry the company operates in. Required. |
Government Registrations
| Field | Description |
|---|---|
| TIN No | Tax identification number. |
| RDO Code | Your BIR Revenue District Office code, up to 5 digits. Feeds the company header on the Alphalist Excel export. |
| SSS Employer Number | Your 10-digit SSS employer (ER) number. Printed on the SSS R-3 remittance file. |
| PhilHealth Employer Number (PEN) | Your 12-digit PhilHealth employer number. Used by the PhilHealth EPRS upload file. |
| Pag-IBIG Employer ID | Your 12-digit Pag-IBIG employer ID. Heads the Pag-IBIG MCRF upload file and names the file. |
The three employer numbers are optional and digits only. Leave one empty to clear it. They are used when you generate the SSS, PhilHealth, and Pag-IBIG remittance files from the Monthly Remittance Return page, so fill them in before your first filing.
Regional Settings
| Field | Description |
|---|---|
| Local Currency | The company’s main (functional) currency. Required. Payroll amounts in other currencies are converted into it for the payroll journal. |
| Timezone | The company’s time zone, used for dates and times. Required. |
The company logo and the company handbook are not on the Profile tab: use the Logo & Handbook tab. The handbook accepts PDF, Word or image files up to 10 MB; once uploaded you can preview, download, replace or remove it.
Contact Information
These fields are in the Contact & Address card of the Profile tab.
| Field | Description |
|---|---|
| General email address | |
| Phone | Main phone number |
| Website | Company website URL |
| Address | Full street address |
| ZIP Code | ZIP or postal code |
Privacy Contact
These fields are in the Data Privacy card of the Profile tab.
Tell employees, job applicants and customers who to contact about their personal data. This contact is shown on the ANTE forms that collect personal data (job applications, customer registration and facial attendance enrolment). Both fields are optional.
| Field | Description |
|---|---|
| Privacy contact email | Must be a valid email address. Leave blank to use the company Email above. |
| Privacy notice URL | Link to your own privacy notice. Must be a full https:// link. Shown next to the contact on those forms. |
Common Tasks
Updating Company Name
- Go to Settings → Company → Company Information (the Profile tab opens first)
- Under General, edit the Company Name field
- Click Save Changes in the page header (top right)
Uploading Company Logo
- Go to Company Information and open the Logo & Handbook tab
- In the Company Logo card, click Upload Logo (or Change Logo when one is already set)
- Select a JPG, PNG or GIF image
- The logo is uploaded straight away and the preview tile updates - there is no separate Save
Logo Requirements:
- Format: JPG, PNG or GIF
- Max size: 5 MB
- A wide logo on a transparent background works best
Updating Address
- Open Company Information (the Profile tab)
- Under Contact & Address, edit the Address and ZIP Code fields
- Click Save Changes in the page header
- Address updates on all documents
Login Security
The admin-only Login Security tab (?tab=security) sets company-wide sign-in and password policies that apply to every employee. It holds two cards, Two-step verification and Sessions & Passwords (grouped as Sessions & Accounts, Password Policy and Sign-in Screen). The tab is visible only to full-access (Super Admin) accounts - having the developer flag alone does not show it.
Login Security Fields
The fields are grouped by card. Where a field is shown only in some situations, the description says so.
Two-step Verification Fields
| Field | Type | Description |
|---|---|---|
| When to ask for the second step | Dropdown | Never (a password alone signs users in; not recommended), On a new device or network (a code only from a device or network not used before) or On every sign-in (a code from the authenticator app or an emailed code every time, except from trusted office networks). |
| Authenticator app | Toggle | A 6-digit code from Google Authenticator, Microsoft Authenticator, Authy or similar. Not shown when the mode is Never. |
| Emailed code | Toggle | A 6-digit code sent to the user’s email; also the fallback when no authenticator is available. Not shown when the mode is Never. At least one of the two methods always stays on. |
| Require everyone to set up the authenticator app | Toggle | Shown when Authenticator app is on. At the next sign-in, users without an authenticator must set one up before continuing; users on a trusted network are not asked. |
| Grace period (days) | Number, 0–90 | Shown when the setup is required. Days users may keep signing in before setup becomes mandatory; 0 means right away. |
| Trusted office networks | List | Each row has an IP address or range (for example 203.0.113.0/24) and a Name. A sign-in from these addresses skips the second step and the new-device check. Use Add network to add a row, Add my current IP to add your own address, and the remove button to delete a row. Ranges wider than /8 (IPv4) or /32 (IPv6) are not accepted. |
| Allow Google / Slack / Facebook sign-in | Toggle | On: people may sign in and link accounts with Google, Slack or Facebook. Off: password login only. It is recommended off with “On every sign-in”, because those sign-ins do not ask for the authenticator code. |
Click Save two-step settings to apply the card.
Sessions & Accounts Fields
| Field | Type | Default | Description |
|---|---|---|---|
| Restrict concurrent sessions | Toggle (saves instantly) | Off | When on, a new login signs the account out of every other active session — only one active session per user. When off, users can stay signed in on several devices at once. |
| Idle timeout (minutes) | Number | Disabled | Signs users out after N minutes of inactivity. Leave empty to disable. |
| Inactivity deactivation (days) | Number | Disabled | Deactivates accounts that haven't logged in for N days. Leave empty to disable. |
Password Policy Fields
| Field | Type | Default | Description |
|---|---|---|---|
| Password expiry (days) | Number | 360 | Forces a password change every N days. Leave empty to disable expiry. |
| Expiry warning (days before) | Number | 15 | Warns users this many days before their password expires. |
| Password history count | Number | 5 | Rejects reuse of the last N passwords. 0 disables the check. |
Sign-in Screen Fields
| Field | Type | Default | Description |
|---|---|---|---|
| Login notice | Text area | Empty | A notice (for example, an authorized-use notice) shown to everyone on the sign-in screen before they log in. Leave empty to show nothing. |
Kiosk PCs
The Kiosk PCs card (below Two-step verification) is for shared or kiosk computers where your office IP address changes, so a trusted office network cannot be used. Register each PC once and nobody signing in on it is asked for the new-device sign-in code. The password is still required, and the authenticator rules and trusted office networks work exactly as before.
- Sit at the kiosk PC itself and open this page in the browser people will use to sign in.
- Click Register this PC, enter a Name (for example, Front desk kiosk) and, if you like, a MAC address, then click Register this PC.
The MAC address is only a label for your own inventory: a browser cannot read it, so it is never used to decide who is trusted. Registering stores a long-lived credential in that browser, so register only the browser the kiosk will use. Use the pencil button to rename a PC, and Revoke to remove its trust: the PC is asked for the sign-in code again from its next sign-in. The list shows who registered each PC, when it was last used and marks the PC you are on as This PC. Registrations, revocations and skipped sign-in codes are recorded in the audit log.
Saving Login Security Settings
- Restrict concurrent sessions saves immediately when you flip the toggle - there is no separate save step for it.
- The Two-step verification card has its own Save two-step settings button.
- In the Sessions & Passwords card, the number fields and the Login notice text area are saved together: change any of them, then click Save Changes at the bottom of the card. The button stays disabled until something has actually changed.
Password Composition Rules
Whenever a password is set anywhere in ANTE — a new employee account, an admin resetting someone's password, a user changing their own password, or during sign-up — the password must:
- Be at least 8 characters long
- Include both uppercase and lowercase letters
- Include at least one number
- Include at least one special character
- Not resemble the account's username or email
- Not be a common word or a predictable keyboard/number pattern (e.g.
qwerty,123456, repeated or sequential characters)
These rules are shown as a live checklist (each rule checks off as it's satisfied) wherever a new password is typed.
Forced Password Change
A user is required to set a new password immediately at their next sign-in when:
- Their account was just created by an administrator.
- An administrator reset their password.
- Their password has passed the Password expiry (days) limit set above.
When this happens, the user is taken to a dedicated Change Your Password screen instead of the dashboard, and can't navigate anywhere else until they set a new (policy-compliant) password — the only other option is to sign out. Users approaching their expiry date (inside the Expiry warning window) instead see a dismissible warning after logging in, with a link to change their password from My Profile → Security.
Purchasing
The Purchasing card sits on the admin-only Sales & Purchasing tab (?tab=policies) and sets the company's canvassing policy. The tab is visible only to full-access (Super Admin) accounts - having the developer flag alone does not show it.
| Field | Type | Default | Range | Description |
|---|---|---|---|---|
| Minimum canvass suppliers | Number | 2 | 1–5 | The minimum number of suppliers a purchasing canvass must compare before it can be submitted. Applies to the Canvass Sheet workflow step and both Canvassing pages. |
Change the value and click Save — the button stays disabled until the number is valid (1–5) and actually different from the saved value. Canvass screens already open pick up the new minimum right away.
Line Discount Presets
Next to the Purchasing card, the Sales card on the same Sales & Purchasing tab sets the policy for sales documents (quotations, sales orders, invoices). Like Purchasing, it is for full-access (Super Admin) accounts, and each card has its own Save button.
| Field | Type | Range | Description |
|---|---|---|---|
| Line discount presets | List of percentages | 0.01–100, up to 12 presets | The percentages offered as a quick Disc. % pick on every sales line. Picking one sets the line discount to that share of quantity × unit price. Leave the list empty to turn the pick off — the Disc. % column is then hidden. |
Type a percentage in Preset percentage and click Add; click the remove button on a chip to take one out; then click Save. Presets are kept in ascending order and duplicates are merged. See Order Fulfillment → Line Discount Presets for how a line uses them.
Where Information Appears
Company information is used in:
- Document Headers - Invoices, POs, reports
- Email Signatures - System emails
- Login Page - Company branding
- Reports - Official documents
- Notifications - System messages
Tips
- Accurate Info - Keep details current
- Professional Logo - Use high-quality image
- Legal Name - Use official registered name
- Complete Address - Include all details
- Verify Tax ID - Ensure accuracy for documents
Related Pages
- Branches - Branch locations
- Settings Overview - All settings
- My Profile — Security Tab - Where users change their own password
- Users - Creating accounts and resetting passwords
- Purchase Requests & Canvassing - Where the minimum canvass suppliers setting is enforced
💡 Note: Changes to company information may take a moment to appear across all areas of the system.
How It Connects
Feeds into
- Alphalist Report — the RDO Code fills the company header of the Excel export.
- Monthly Remittance Return — the SSS, PhilHealth and Pag-IBIG employer numbers head the remittance files.
- Payroll Journal — the Main Currency is the company’s functional currency when payroll amounts are converted for the journal.
- Purchase Request — the minimum canvass suppliers setting is enforced on the canvass step.
- Users — the Login Security policies apply to every user account.
- My Profile — users change their own password here, under the password-expiry and history rules set on this page.