Client Settings

1. How to Update Company Information:

Click the 'Settings' button on the left side panel.

Then click the 'Company Profile' button.

Lastly, update the fields you want to then click on 'Update Company Information.'

You can update company details such as:

Business Info - Company Legal Name, VAT Number, UK Company Number
Business Location - Street Address, City, Postcode
Contact Information - Primary Email Address, Primary User Name

2. How to Invite team Member and create departments

Click the 'Settings' button on the left side panel.

Then, click the 'Team' tab.

Click 'Invite People' and supply all the detail requested.

Select a 'Department' already created, or create a new 'Department.'

Select a Role from the dropdown options.

Click 'Send Invite' or 'Send and Invite Another.'

3. How to Manage Connections

Click the 'Settings' button on the left side panel.

Then, click the 'Connections' tab.

This is where you can select which Accounting Platform to connect to and whether to enable different methods for Jack to retrieve expenses and documents.

4. Timer

There is nothing you need to do here, to learn more about the functionality of the Timer page, click here.

Client Settings

In this Guide, you’ll learn how to manage the different available tabs under client settings.