Updating Your Billable Companies Details.

Learn how to update and manage your billable company details to ensure accurate correspondence and integration with your accounting platforms.

How to Update Billable Company Details

1. Access Settings:

   • Go to Settings.

2. Navigate to Billable Companies:

   • Select Billable Companies.

3. Select Your Company:

   • Click on your company name to open the Billable Company Details page.

• Update Company Information:

  • Company Name: Modify the name of your company.
  • Director Name: Update the name of the company director.
  • ABN: Enter or update the Australian Business Number (ABN).
  • Sales Email: Set the email for purchase order correspondence.
  • Accounts Email: Specify the email where all supplier invoices will be sent.
  • Phone Number: Enter the phone number to appear on the purchase order PDF.
  • Address: Update the company address.
  • Rounding Off Limit: Set the rounding off limit for purchasing.

• Configure Missing Notification SMS:

  • Turn on the missing notification SMS feature.
  • Choose the frequency, time, and timezone for notifications.

• Update Rossum Email Integration:

  • If using Rossum, enable the toggle to replace the Rossum email with your accounts email, which will be used on the purchase order document.

• Select Departments:

  • Choose the departments you wish to include when creating purchase requests.

• Add Accounting Platform Email:

  • MYOB Users: Add your MYOB intro email to push bills to MYOB.
  • Xero Users: Integrate with Xero by providing the relevant information for Xero platform integration.

Benefits

• Accurate Correspondence: Ensure purchase orders and invoices are sent to the correct emails.
• Seamless Integration: Connect with your accounting platforms for efficient bill processing.

For additional help or questions, please consult our support documentation or contact our support team.