Set up your company
Goal: Get your company details right so your invoices, reports, and documents show the correct information from day one.
Most of this is created during first-time setup. This guide helps you review and finish the details that matter.
Before you start
Section titled “Before you start”- You’ve completed your first login.
- Have your business basics handy: name, address, currency, and tax registration (if any).
1. Open your Company
Section titled “1. Open your Company”In the search bar at the top, type Company and open the Company list, then select your company.
2. Confirm the essentials
Section titled “2. Confirm the essentials”Check the Company Name and Abbreviation, and confirm the Default Currency, Country, and Financial Year dates.
3. Add contact and tax details
Section titled “3. Add contact and tax details”Enter your business address and add your Tax ID / registration number if you have one.
4. Add your logo and letter head (recommended)
Section titled “4. Add your logo and letter head (recommended)”Upload your logo and set up a Letter Head so your invoices and quotations look professional.
5. Save
Section titled “5. Save”Select Save.
You’re done when…
Section titled “You’re done when…”Your Company shows the correct name, currency, address, and tax details, and a test invoice displays your logo.