What this page controls
The Manage Company page holds your company's core information — name, registration details, address, and logo. These details appear on generated documents and reports, so keeping them accurate matters.
This page is available to company administrators only. If you cannot see it, ask your administrator to update the details on your behalf.
Updating company details
- 1
From the user menu, click All Settings, then select Manage Company in the sidebar under Company.
- 2
In the Company Details card, update any of the following fields:
Field Required Description Company Name Yes Your company's trading name Company Registration Yes Companies House registration number VAT Number No VAT registration number Unique Tax Reference No HMRC unique tax reference Registration Region No The region your company is registered in - 3
Click Save Changes in the page header.
Updating the company address
The Company Address card sits below company details on the same page.
| Field | Required | Description |
|---|---|---|
| Address Line 1 | Yes | Street address |
| Address Line 2 | No | Additional address line |
| County | No | County or region |
| Postcode | No | Postal code |
| Country | Yes | Country — defaults to the UK |
| What3Words | No | A What3Words reference for the address |
Click Save Changes after making any updates.
Uploading a company logo
Your logo appears on reports and generated documents.
- 1
Scroll to the Logo & Report Settings card.
- 2
Click the logo area or the upload button to select an image file from your computer.
- 3
A preview of the uploaded logo appears. Click Save Changes to confirm.
Full-width report header
Below the logo upload, there is a Full-Width Report Header toggle. When enabled, your company logo and details span the full width of the report header rather than being constrained to one side. Enable or disable this based on your preferred report layout.
Next steps
- Managing Users — invite users and manage their roles.
- Managing Permissions — control what each user can access.
- System Defaults — set default values used across the platform.