Getting StartedUpdated May 2026
Workspace Setup Overview
How to complete the initial workspace setup for your company.
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Overview
The workspace is your company's environment inside Tetri Copilot. Every record — invoices, expenses, customers, and compliance items — belongs to your workspace. A complete workspace setup ensures correct currency formatting, tax calculations, and compliance tracking.
Setup Steps
| Field | Required | Description |
|---|---|---|
Company Name | Your legal or trading business name. Appears on invoices and documents. | |
Country | Your business country. Used for currency defaults and compliance jurisdiction. | |
Currency | Your primary billing and reporting currency. | |
Tax Number | — | Your VAT, GST, or tax registration number. Printed on invoices if provided. |
Language | — | The language for the application interface. |
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Important
Choose your currency carefully. Changing the workspace currency after creating invoices and expenses can cause reporting inconsistencies. If you need to change it, contact Support first.
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