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Organisation Settings


Once your organisation is created, you can set up/change basic organisation details as per image below.  You need to set up Name, Currency, GST %, Time units, Timezone, date format (we recommend DD/MM/YYYY) and time format (use LT).

You can then add your office address (enter street address first and system will recognise it). 


Org+details.png

You can also add your organisation logo.  Please use a png file with transparent background, horizontal 6:1 ratio. Here is how you can adjust your logo.

Chose your theme (colour).  

Custom URL cannot be changed.


Org+appearance.png

You can also add any organisation-wide licences.  These can be used to merge documents and emails.

For more information, check out our video tutorial covering this topic.





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