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
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Access Settings:
- Go to Settings.
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Navigate to Billable Companies:
- Select Billable Companies.
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Select Your Company:
- Click on your company name to open the Billable Company Details page.
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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.
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Configure Missing Notification SMS:
- Turn on the missing notification SMS feature.
- Choose the frequency, time, and timezone for notifications.
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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.
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Select Departments:
- Choose the departments you wish to include when creating purchase requests.
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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.