Business details

Updating your business details

1. Step 01

   Check your business identity

   Go to Settings, then Business details. Under Business identity, check Registered name, Trading name, Registration number, VAT number and Registered email. Under What your letters print about you, add your phone number, website, regulator and your number with them. Each is optional; anything left empty is left off the letter.

   

   Jurisdiction and Company type are shown but cannot be changed here, because they sit under invoices and letters you have already issued. Talk to support if either is wrong.

2. Step 02

   Upload your logo

   In the Logo panel on the right, drag an image in or choose a file. The preview shows where it lands: the Sidebar badge and the Invoice letterhead. How it looks on letters is set under Letter branding in Templates and Forms. Use Remove to take it off. The logo is saved as soon as you choose or remove it (Business logo updated.); it does not wait for Save changes.

3. Step 03

   Set billing and invoicing

   Under Billing and invoicing:

   • Currency is set from the country your business is registered in, so invoices, VAT and your ledger always agree. It cannot be picked.
   • Financial year end: choose the month and day.
   • Date format: how dates are shown.
   • Payment terms: days from the invoice date until it is due. Enter 0 for due on receipt.
   • Records start from: the earliest date internal time and rota shifts can be recorded against.

   

4. Step 04

   Name your compliance roles and approver

   Under Compliance, choose your Money laundering reporting officer (MLRO) and Ethics partner; both are optional. AML review notice is how many days before a client's review is due its task is raised, from 1 to 180. Under Approvals, the New engagement approver signs off a new engagement before it goes live. Left unset, it follows your business admin.

5. Step 05

   Adjust document numbering

   Under Numbering, each kind of document (sales invoice, credit note, estimate and others) has its own counter. Use {YYYY} or {YY} for the year, {MM} and {DD} for the date, and exactly one {SEQ:0001} for the number that counts up; the zeros set how many digits it pads to. Next number previews the result. Reset goes back to the default.

   Adding a year token restarts the counter at 1 every January. Changing the format never renumbers documents already issued.

6. Step 06

   Save your changes

   Apart from the logo, nothing is kept until you press Save changes at the foot of the page, which saves every section you edited. Cancel discards your edits.