How to Update Company Details

To ensure your company's information is accurate and up-to-date, follow these steps to update your company details in the system:

1. Click on your profile icon in the top right-hand corner of the screen

2. Select Setup from the dropdown menu

3. Under Organisation Settings, select your organisation name

4. In the left-hand menu, click on Company Details

5. Click Edit to enable editing mode

6. Make the necessary changes to your company information

Information you can update: 

• Trading Name

• ABN/ACN

• Phone Number

• Admin Email

• Website

• Address

• Postal Address

• Parent Company

• Company Type

• Tax File Number (TFN)

7. Click Save after making any changes to ensure your updates are applied