Guide Categories
Business Details
Configure essential information about your organization for invoices, reports, and business documents.
Overview
The Business Details feature in Accounter allows you to configure essential information about your organization. This includes company name, address, contact information, and other identifying details that appear on invoices, reports, and other business documents.
Note
Accurate business details ensure professional-looking documents and compliance with local business requirements.
Accessing Business Details
To configure your business details:
- Navigate to the Settings tab
- Select Business Details from the settings menu
- Complete the required fields with your organization's information
Key Information Fields
The Business Details form includes fields for:
| Field Category | Description |
|---|---|
| Business Name | Official business name and trading name (if different) |
| Addresses | Physical and postal addresses for business correspondence |
| Contact Information | Phone numbers, email addresses, and website URL |
| Tax Numbers | VAT number, income tax number, and other tax identification |
| Registration Numbers | Company registration, license numbers, and other official identifiers |
Best Practices
- Keep all business details current and accurate
- Verify tax numbers and registration details regularly
- Use consistent formatting for addresses and contact information
- Update details immediately when business information changes
- Review how details appear on generated documents
- Ensure compliance with local business registration requirements
Pro Tip
Review your business details periodically to ensure they remain accurate and up-to-date, especially after any changes to your business structure or location.