Editing Entity Details (e.g., Entity Name) in Document Headers (Invoice, Receipt)

Editing Entity Details (e.g., Entity Name) in Document Headers (Invoice, Receipt)

How to Edit Entity Details (Entity Name, Address, Phone No, Email Address, etc.)


Important Note
Alert
Only Admin users who are assigned the i-Account system role as a “System Administrator” have access to the Display Setup page shown below.


1. To view or edit the document footer settings in the system, go to:

     Accounting > System > Setup > General Setup



2. On this page, the Admin can edit the Entity Details, including:

  • Entity Name (as it will appear on reports)

  • Address

  • Phone Number

  • Email Address

  • And other relevant information


InfoNote:
Any changes made here will automatically apply when users reprint documents or view them through weblinks (such as those accessed via the mobile app or email). These updates also apply to all historical documents, as this information is maintained as master data.



3. After making the necessary updates, scroll to the bottom of the page and click “Update” to save your changes.






Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at support@i-neighbour.com or info@timeteccloud.com, we will update it as soon as possible.
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