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How do I Complete The Business Overview Information ?
How do I Complete The Business Overview Information ?

Edit your organisation details

Support avatar
Written by Support
Updated over a week ago

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.


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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.

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