Managing your Business Details

Setup your business information including key contacts and document header.

Desktop Only

1. In the side menu, select Business > Business Details and select the Primary tab.
2. Enter the required key primary business details.
   1. Primary Entity Name
   2. Email
   3. Telephone
   4. Postal Address
   5. Country
   6. Post Code
   7. Suburb / Town
   8. State
   9. Entity Type
   10. ABN
   11. Website
3. Once updated click Save Business Details.
4. Scroll down to Business Contacts and enter your key contacts.
   Note: If additional contact fields are required click add a contact field.
5. Click Save Business Contacts.

What's Next?

Adding a company logo