The Business Overview page provides the information of your business that you have given when creating a new business in the system. You can complete the information and then edit it at any moment in Settings. Learn how to Manage Users and how to add a Person.
How do I Complete The Business Overview Information ?
Select System Settings from the bottom left of your hibooks page.
It will redirect you automatically to your Business Overview page.
Complete or edit the fields.
Basic Information
Logo : if you click on Upload, you can upload from your device the logo of your company.
Company Name : the name of your business which you can change if you wish to.
Industry : the industry of your business which you can change by selecting one of the options provided by the system.
Company Registration Number : if you have a limited company, then you can enter the company registration number.
Home Currency : this is the base currency of your business. Once you have created a document, you cannot change your home currency.
Details : you can also add details about your business.
Address Details
Building Name/Number : write the building name or number of the business.
Street : write the street of the business.
City/Town : write the city or town of the business.
Post Code : write the post code of the business.
Country : select the country of the business. You cannot change this once you have added documents in the system.
Region : write the region of the business.
Contact
Contact Person : write the main contact of the business.
Email Address : write the email address of the business.
Telephone : write the telephone number of the business.
Mobile : write the mobile number of the business.
Website : write the website address of the business.
Fax : write the fax of the business.
When finished, click on Save. If the information of your business changes then you can edit it in the Business Overview page at any moment.