Setting up your company account

Your company profile is the foundation of every other module. Open Settings → Company and complete the legal name, trading name, registered address and default time zone.

If you operate across multiple locations, add each one as a branch. Branches control default rosters, geofences, tax settings and reporting groups.

Upload your logo and set brand colours — these appear on quotes, invoices, the client portal and outbound emails.

Finally, review the fiscal year start and currency. These can be changed later, but doing so after transactions exist requires a finance administrator.