Business Profile

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This section defines your business information on Financio platform as well as the info that will appear on your invoice and other transactions.

Steps:

1. To go to Business Profile, click on Control Panel > Company > Business Profile    

2. Update the Business Info:

• • Name – Required
  • Email Address – Optional (email address will be used for general enquiries)
  • Reg No./UEN No. - Required
  • GST No. - This will appear on your tax invoice when provided, if you have GST activated)
  • Phone No. - Optional (The general line for your business)
  • Sales Tax ID No. - Optional (SST MY Only)
  • Website URL - Optional
  • Service Tax ID No. - Optional (SST MY Only)
  • Tax References No. - (Singapore GST Company Only)
  • Default Accountant Code – Optional (Update when you only want to refer to a specified accountant)

3. Update your business logo:

• • Drop an image file into the placeholder or click to upload.

4. Add a Contact Person:

• • Click Add New button in the Contact Persons section.
  • Select a contact person from the dropdown list.
  • Click the Save icon to save the contact person.

5. Add an address:

• • Click Add New button in the Addresses section.
  • Update the available fields:

• Name – Required
• Street – Required
• City – Optional
• Postcode – Required
• State – Optional
• Country – Required
• Primary – Always show this address when record transactions
• Click the Save button to save the address.