Organization Profile
Set up your company information and billing details in YAPL.
Organization Profile
The organization profile contains your company's business information used for billing, invoicing, and workspace identification. This information is separate from individual user profiles.
Accessing Organization Profile
- Navigate to Settings in the sidebar
- Select Organization tab
- Scroll to Company Settings section
Organization Type
YAPL supports two organization types:
Individual
For solo professionals and freelancers:
- Simplified information requirements
- Personal tax ID support
- Single-person billing
Company
For businesses and organizations:
- Full company details
- Business tax information
- Multiple contact options
You can change organization type at any time. Switch between Individual and Company based on your current needs.
Individual Account Fields
| Field | Description | Requirements |
|---|---|---|
| Full Name | Your legal name | Required for billing |
| Tax ID / National ID | Personal identification | Country-specific format |
| Billing Address | Invoice address | Required for paid plans |
Company Account Fields
Basic Information
| Field | Description | Requirements |
|---|---|---|
| Company Name | Legal business name | Required, up to 255 characters |
| Tax ID | Business tax number | Format: 12-3456789 |
| Tax Office | Tax registration office | Required in some regions |
| Company Type | Legal entity type | Select from list |
Company Types
Select your legal entity type:
- Limited Liability Company (LLC)
- Corporation (Inc./Corp.)
- Partnership
- Sole Proprietorship
- Non-Profit Organization
- Government Entity
Address Information
| Field | Description |
|---|---|
| Legal Address | Registered business address |
| Billing Address | Invoice delivery address |
Check Same as legal address if your billing address matches your legal address.
Contact Information
| Field | Description | Format |
|---|---|---|
| Company Phone | Main business line | International format |
| Company Email | Business email | Valid email address |
| Website | Company website | Full URL with https:// |
Additional Details
| Field | Description |
|---|---|
| Authorized Person | Legal representative name |
| Number of Employees | Company size range |
Employee Size Ranges
Select your organization size:
- 1-10 employees
- 11-50 employees
- 51-200 employees
- 201-500 employees
- 501-1000 employees
- 1000+ employees
This helps YAPL understand your organization's scale and recommend appropriate features.
Billing Country
The billing country affects:
- Currency options
- Tax calculations
- Invoice formatting
- Payment methods
Enter the 2-letter ISO 3166-1 alpha-2 code:
- US - United States
- TR - Turkey
- GB - United Kingdom
- DE - Germany
Postal/ZIP Code
Required for billing verification:
- Format depends on country
- US: 5 or 9 digits (12345 or 12345-6789)
- UK: Alphanumeric (SW1A 1AA)
- Turkey: 5 digits (34000)
Project Numbering Configuration
Configure automatic project code generation:
Accessing Project Numbering
- In Organization settings, find Project Numbering section
- Click Configure Project Numbering
Configuration Options
| Option | Description | Example |
|---|---|---|
| Code Prefix | 3-4 characters | PROJ, ACME, NYC |
| Include Year | Add year to code | Yes/No |
| Year Format | 2-digit or 4-digit | 25 or 2025 |
| Sequence Length | 3-5 digits | 001, 0001, 00001 |
Preview
As you configure, preview shows next generated code:
PROJ-25-001(next project)ACME-2025-0001(next project)
Current Sequence
View and reset the current sequence number. The next project uses the next number in sequence.
Task Status Configuration
Customize task statuses for your workspace:
Accessing Status Configuration
- In Organization settings, find Task Statuses section
- Click Manage Task Statuses
Default Statuses
YAPL includes these default statuses:
- To Do - Work not started
- In Progress - Currently being worked on
- In Review - Pending review or approval
- Completed - Work finished
Custom Statuses
Create custom statuses for your workflow:
- Click Add Custom Status
- Enter status name (English required, Turkish optional)
- Select a color
- Click Save
Custom statuses appear in Kanban boards and task lists alongside default statuses.
Saving Organization Profile
- Update the fields you want to change
- Click Save Changes
- Wait for confirmation message
Changes to company information:
- Apply immediately to new invoices
- Don't affect historical invoices
- Update checkout pre-fill information
Who Can Edit
Only workspace owners can modify organization profile settings:
- Add/change company information
- Update billing details
- Configure project numbering
- Manage custom statuses
Team leads and members can view but not edit these settings.
Using Profile Data
Organization profile information is used for:
| Use Case | Fields Used |
|---|---|
| Invoice Generation | Company name, Tax ID, Address |
| Checkout Pre-fill | All billing fields |
| Email Communications | Company name, Contact email |
| Reports | Company name, Fiscal year |
Troubleshooting
Cannot Save Changes
- Verify you have owner permissions
- Check all required fields have values
- Ensure Tax ID format is correct for your country
- Verify email addresses are valid
Billing Information Not Appearing
- Complete all required billing fields
- Save changes before checkout
- Refresh page after saving
Tax ID Validation Errors
- Format varies by country
- US: XX-XXXXXXX (with dash)
- Check with your accountant for correct format
Related Topics
- Workspace Settings - Basic workspace configuration
- Billing Information - Payment and subscription
- Managing Owners - Administrative access
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