Overview

See below for a video on how to update your company contact record. Note: The system has been updated since the video. Concepts still apply.

Your company contact record feeds information into reports, invoices, documents, and email templates so it is important that you input this information correctly.

To edit your company contact record click on your company name in the top panel and select "Company Contact Record"

Note: May say "Division contact record"

Pay special attention to your physical and mailing address and to your tax number, which will appear on your client invoices.