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Company Profile Settings

Edit the company details eg. Company Name, Financial year start and Formatting.

Navigation: Go to main menu → Settings → Setup Wizard → Company Profile Settings

Update or modify your Company details

  1. Your Company details are automatically filled at Setup. If modifications are required the option to change is here. i.e. Practice name change.

    You will also need to change the Practice name here
    Settings → Account Setting

    Additional Instructions to change Name Changing account name

  2. Region - In this section a region is set Australia, New Zealand etc.

  3. Industry - i.e. Veterinary, Dental

  4. Date Format

  5. Currency Format

  6. Percentage Format

  7. Financial Year Start

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