Organization
Keep your company details up to date
Maintain the company name, contact details and address that appear in the letterhead of your printed and PDF documents.
2 min readLast updated
In this article
Your company record holds the name and contact details that the system prints at the top of your documents. Sales and purchase documents take their letterhead from it, so a wrong phone number or an old address here shows on everything you send.
Before you start
You need the permission to view the company screen. To save changes you also need the permission to edit it. Your administrator grants both in groups and permissions.
Update the company details
Open Administration › Organization › Company Profile. The page is titled Company.
In Company details, check each field:
Name: required. This is the name printed on your documents.
Email, Mobile and Landline: the contact details printed in the letterhead.
Website: enter the full address, starting with
https://.Address: the address printed under the company name.
In Notifications, enter the Notification email, Notification mobile and Notification user that should receive the company's system notifications, if your company uses them.
Select Save. The system shows Saved successfully.
The new details appear on the next document you open or print. Documents you already sent or saved as PDF keep the details they had. The details are shared by all your branches, so you enter them once.
Where else the letterhead comes from
The company record is only part of the letterhead:
The paper size, the footer message and other print options come from print settings, per branch.
The currency symbol comes from your default currency.
Common questions
I emptied the mobile number or the address, but the old value is still there. These two fields cannot be left blank once they have a value. Type the correct value instead.
Can I change the logo here? No. The screen holds the name, contact details, address and notification recipients only. Ask support to change the logo.
I cannot see Company Profile in the menu. Your group does not have the permission to view the company screen. Ask your administrator.