Posted by & filed under Common Questions, Getting Set Up, Hints & Tips, System Settings.

Your own personal company profile can be managed by selecting “System Settings” then “Company Profile”. Your company profile information will output automatically in a variety of places in the system such as on your invoices, email communication and staff profile superannuation panel.

The company profile contains the following fields:

  • Company Name (The name of your company)
  • Address (The address of your companies head office)
  • Suburb (The suburb of your companies head office)
  • Postcode (The post code of your companies head office)
  • State (The state of your companies head office)
  • Country (The country of your companies head office)
  • Email (The primary email address for your company)
  • Website (Your company website address)
  • Telephone (Your company phone number)
  • Fax (Your company fax number)
  • ABN / ACN (Your company ABN or ACN number)
  • Bank Account Name (Your company bank account name, will appear on invoices you issue from the system)
  • Account No (Your company bank account number, will appear on invoices you issue from the system)
  • BSB (Your company bank account BSB number, will appear on invoices you issue from the system)
  • Super Fund Name (Your company super fund name)
  • Super Product ID (Your company super fund product ID)
  • Super Fund Phone (Your company super fund phone number)
  • Super Fund Website (Your company super funds website address)
  • Terms & Conditions of Payment (Payment terms you would like to appear on company invoices)

Hitting the “Update Company Profile” button will update your company profile information.