Settings > Account details
This view can look different dependent on your user role.
See Visibility & Permissions for details.
See Visibility & Permissions for details.
Primary Purpose
Your organisation’s core business identity. These details appear on documents, finance report exports, and customer communications.This is your business account. Your personal settings — name, email, and interface language — live in your Profile.
Entity
Entity
Set your business name and business ID (VAT or tax registration number).
Business address
Business address
Set your official business address: street address, ZIP / postal code, city, and country. An all-empty address is stored as blank — fill in at least the street address to include it on finance report exports.The address and country appear in the organizational header on Revenue and Payments report exports (print view, CSV, and on-screen report sheets).
Contact information
Contact information
Set the organisation’s contact email and phone. The contact email is used as the sender address for system and transactional emails. Both values also appear on finance report headers when set.
Related Concepts
Reports
Finance report exports include your business details in the header.
General Settings
Currency, formatting, timezone, and logo.
Visibility and Permissions
Access to this view is controlled by your .- Visibility