Company Setup

Company Setup is where you can changes various aspects of the company including -

  • Company Name
  • Company Currency 
  • Currency Symbol ( if different from Organisation)

You can also initiate FULL sync to full refresh you data. Detailed instruction are here

You can also re-authenticate a datafile connection.

  • Instruction for Xero re-authentication here 
  • Instruction for AccountRight Live re-authentication here
  • Instruction for QuickBook Online re-authentication here

You access Company Setup from the BI Admin page by selecting Setup for the company

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Make changes as required

Screenshot 2025-05-16 at 2.31.02 pm.png

 

 

 

 

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