Company profile

Lite+

Your company’s profile — name, contact, GST, logo and address — plus the organisational structure (branches, departments, positions) the rest of the system hangs off.

When to use

During setup, or when company details, a branch or a role changes.

Step by step

Company Settings form — 1. Your company profile — name, contact, GST, logo and address. It opens straight to the form; there's only one.

Manage Subscription (toolbar button) — 2. Manage Subscription handles your plan and licence level.

Branches / Departments / Positions (Company sub-group) — 3. Set up your branches, departments and positions here — positions decide what new employees are allowed to do by default.

Save (toolbar button) — 4. Save your company details.

Every field

Company Settings is a single record (the tenant) — open it from Settings → Company → Company Settings and it goes straight to the form.

The Company Settings (Tenant) form — Company Settings — your legal and trading names, service contact, GST details, logo and default head office.

Setting	What it does / affects
Name / Trading Name	Your legal name and the trading name shown on documents and correspondence.
Service Phone / Service Email	The contact details customers see on documents and automated emails.
Address / Suburb	Your company address, used on documents.
GST Number	Your GST registration number — printed on quotes and invoices.
GST Rate	The GST rate applied to pricing across the system (e.g. 15%).
Logo	The logo merged onto quote letters, invoices and other documents.
Industry Association Number	Your trade-association membership number, for documents that reference it.
Head Office	The branch treated as your head office by default.
Manage Subscription (toolbar)	Your plan and licence level — the tier you’re on and how many users you’re licensed for.

The organisational structure

The Branches, Departments and Positions under Company are the structure the rest of the system hangs off — and positions carry the capability flags that decide what staff can do. See Branches, Departments & Positions for a field-by-field breakdown.