Account Details

Account Details

When you register for an account, some of your details are used to prepopulate your account. The balance of your account details are then entered either from within the Setup Wizard or manually within the Account Details Settings page.

Click on  Business  from the main menu, then click on Set ting s  . From the Acount Settings menu click on  Account Details .

Business Account



  Navigation Breadcrumbs: Click on hyperlinks to jump to that screen
B    Toggle Page   Width: Click to increase or decrease the page width
C   Actions Menu: Click Edit Account Details to edit
D   Account Information: Account name and logo
  General Information : Account contact and address details
  Cancel button

See below for full details pertaining to D  -  Account Information

Comprising of 
   Field Name
   Function
      Account ID Code
   This set of letters and numbers is your unique account ID code and cannot be changed. Use this to access the mobile app with this account.
     Account Email
   Email address entered on sign up
    Account Name
    Name of this account entered on sign up
   Company Logo
   Image of Logo. When in edit mode, click on the logo to upload new file.

Note: The Account ID code is case sensitive, unique and computer generated. It can not be changed. 
See below for full details pertaining to  F  - General Information

Comprising of 
   Field Name
   Function
      Primary Contact
   Name of contact entered on sign up
     Phone
    Contact phone number
     Email
    Contact's email address
     Address
   Account postal and physical address details

To use the Quick find feature, begin typing your physical address into the box until your address can be seen in the drop-down menu and select it. This will automatically fill the subsequent fields including country. If this process presents issues, skip the Quick find and type your address in to the Street Address, Town/City, State/Region and Post Code fields below.
     ACN
   Australian Company Number
     ABN
    Australian Business Number
     GST
   Tick if the business does not report GST
    Timezone
   Select your current time zone from the drop-down menu or use the search bar to find your time zone.
    Currency
  Select your operational currency from the drop-down menu.

Make sure to click Save for your changes to apply.



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