This guide provides step-by-step instructions on how to update an existing company within the system.
Accessing the Company
Navigate to the dashboard and click on the logo to access the Company List page.
Find the company you wish to edit and click the Edit
icon in the corresponding row. This will open a screen displaying all company details.
Updating the Company's Setup Details
All sections below can be modified independently after the initial company configuration is complete.
Updating Company Basic Details
Guide to Updating Company Basic DetailsUpdating Company PAYE and HMRC Details
Guide to Adding or Updating PAYE and HMRC DetailsUpdating Pay Cycles
Guide to Adding or Updating Pay Cycles
Updating Company Bank Details
Guide to Adding or Updating Company Bank DetailsUpdating Journals
Guide to Creating or Updating JournalsUpdating Pay Items
Guide to Adding or Updating Pay ItemsUpdating Pension
Updating Workflow Settings
Updating Notes
Guide to Adding or Updating NotesDomain Verification / Email Sender Setup
By following these steps, you can easily update the company details and settings.
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