This video walks you through how to set up your company details and customize your brand settings. You will learn how to update your logo, contact information, and professional branding for all outgoing documents.
View transcript and sections
00:00 – How do I access the Company Information settings?
To get started with your setup, you need to navigate to the settings area. Select the cog icon in the top right corner of your dashboard and then select the Company Information tab to view your current business profile and branding options.
💡 Action Steps
Click the Settings/Cog icon
Select the Company Information tab
00:45 – How do I update my basic business details?
Once you are in the company information section, you can start filling out your basic business details. Enter your legal company name, your main business address, and your primary contact number. Make sure these are accurate as they will appear on your official correspondence.
💡 Action Steps
Enter your legal Company Name
Fill in the Business Address fields
Input the primary Phone Number
01:30 – How can I upload a company logo?
To add your branding, click on the logo upload area. You can drag and drop your file or browse your computer to find your company logo. We recommend using a high-resolution PNG or JPEG file version to ensure your logo looks crisp on digital documents and printed invoices.
💡 Action Steps
Click the Logo Upload button
Select a PNG or JPEG file from your computer
Confirm the image placement
02:15 – How do I set my brand colors?
You can customize the look of your interface and documents by setting your primary brand colors. Click on the color picker or enter a specific hex code that matches your brand identity. This color will be applied to headings, buttons, and decorative elements throughout the platform.
💡 Action Steps
Open the Primary Color picker
Enter a Hex Code for your brand
Review the color preview
03:00 – Where do I add my tax and registration numbers?
In the legal and tax section, you should input your VAT or Tax registration numbers and your company registration number. These details are essential for compliance and will be automatically pulled through to your tax invoices and financial reports.
💡 Action Steps
Locate the Tax/VAT registration field
Enter your Company Registration number
Verify the numbers for accuracy
03:45 – How do I configure my default email signature?
You can set up a global email signature that applies to all outgoing system emails. Type your desired sign-off in the signature box, where you can also add links to your website or social media profiles. This ensures a professional and consistent look for every message sent to your clients.
💡 Action Steps
Click into the Email Signature text box
Type your professional sign-off
Add links or formatting as needed
04:30 – How do I set the default currency and locale?
Scroll down to the localization settings to define your default currency and date formats. Select your primary operating currency from the dropdown menu and choose the date format that is standard for your region. This will standardize how financial data is displayed across the entire account.
💡 Action Steps
Select the Currency from the dropdown menu
Choose the preferred Date Format
Adjust the timezone settings
05:15 – How do I manage multiple office locations?
If your business operates out of several offices, you can add additional locations here. Click on 'Add New Location' and fill in the specific address and contact details for each branch. This allows you to assign specific users or departments to different physical sites.
💡 Action Steps
Click the Add New Location button
Input the branch address
Save the additional location details
06:00 – How do I save all my changes?
After you have finished updating your company information and branding, it is very important to save your progress. Click the 'Save Changes' button at the bottom of the page. You will see a green confirmation notification once your profile has been successfully updated.
💡 Action Steps
Review all entered data
Click the Save Changes button
Wait for the confirmation notification