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Source truth: - Company Identity and Context Contract - Accounts - Financial Periods - Source Documents - Encrypted Company Data - Managed Local PostgreSQL Launch Deployment

Company Data

This page covers company-level data management.

  • Keep company definitions and period settings accurate.
  • Protect data integrity when importing or updating records.
  • Use restoration and reconciliation checks after changes.
  • Treat backup, restore, export, permissions, and audit review as company-scoped operations.
  • Treat the managed local PostgreSQL database and managed evidence artifacts as one recoverable company-data set.