Updating the Company Details

Updating the Company Details

There might be times when you need to update your contact details e.g. address, email, phone number etc.  For this to show correctly on any reports, the information should be changed in your company record.

Step 1. Identify the company record.

Identify your company record in Address Book


Step 2.  Open the Company record.

You should get a warning that you are making changes in the company record.  If you don't you are not in the correct company record.


Click OK to the message.

Step 3. Allow Changes.

Go to System > Allow Company Changes and make the necessary changes.


Step 4.  Save the changes.



Step 5.  Check the details.

Generate a few reports e.g. Account Sale/Invoice to ensure the details are showing correctly.

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