Set up your organization

Complete your organization details

1. 1

   Step 1: Open Organization Settings

   Owners and admins can edit this page. Other roles may be able to view it.

   Where to find it

   1. Settings
   2. Organization Settings
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   Step 2: Fill in your company details

   In Organization details, add the Display name, Registered legal name, Tax registration number (for example a GSTIN or VAT number), contact email, phone and address.

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   Step 3: Check the regional settings

   Confirm Country, Currency, Time zone, Date format and Financial year starts in, then choose Save changes.

   Important: Changing the currency does not convert amounts you have already recorded.

Switch modules on or off

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   Step 1: Choose your modules

   Use the switch next to each module, then choose Save modules. If you switch a module off, confirm with Disable.

   Where to find it

   1. Settings
   2. Organization Settings
   3. Modules
   • A module that is off is hidden for everyone. Its data is kept and returns when you switch it back on.
   • A module your plan does not include shows Not in your plan — change plan.

Add branches and locations

Branches are your offices, shops, sites or warehouses. Records such as jobs, invoices and assets can belong to a branch, and users can be limited to certain branches.

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   Step 1: Add a branch

   Choose Add branch. In Add branch or location, enter the Name, a short Code used on documents (for example PUN), the address and contact details. Tick This is the head office for your main site. Choose Add branch.

   Where to find it

   1. Settings
   2. Branches & Locations
   3. Branches
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   Step 2: Edit or archive branches later

   Use the menu on a branch row to Edit or Archive it. Archived branches are hidden from lists and can’t be chosen on new records. Tick Show archived to find one and Restore it.

   Note: Your plan sets how many branches you can have: 1 on Business Starter, 3 on Business Essential and unlimited on Business Pro. Restoring an archived branch counts too.

Add departments

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   Step 1: Create your departments

   Choose Add department, enter a Name, choose a Branch (or All branches) and an optional Description. Departments are used on employee records, stock issues and purchase requests.

   Where to find it

   1. Settings
   2. Branches & Locations
   3. Departments

Module settings worth a look

• Accounts & Invoicing → Settings: invoice number prefix, default payment terms, payment instructions, tax codes and reminder templates.
• Workforce → Settings: working days, day start and end, grace period and holidays.
• Settings → Automation & reports: the time of day your daily reminders and automatic jobs run.