General Settings

OVERVIEW

• This database is used to input information across Proteus

ACTION

• Review General Settings: office name, address, website, timezone, date & time format and VAT for each Office.

• Add Invoice Settings: reference numbers, bank information and payment terms to pull into invoice templates for each Office.

NOTE

• Access: only Company Admins have access as this is in Admin Console

Edit: the information can be revised at any time

How to edit Your Office Details

• Original Office details were added when creating your Offices. Details can be edited in both General or Global Offices any changes will be saved in both

Navigate to General

1. Navigate to the Admin Console

2. Select General from the grey menu bar

• If you have more than one office, ensure the correct Office is selected in the drop down list in the top left grey menu.

Edit Office

1. Edit details as required and select Save

How to add/edit Invoice Settings

Navigate to Invoice Settings

1. Navigate to the Admin Console

2. Select General from the Navigation Bar on the left of the screen

3. Select Invoice Settings from the white horizontal submenu

• If you have more than one office, ensure the correct Office is selected in the drop down list in the top left grey menu.

Enter invoice settings

1. Add reference numbers, bank information and payment terms and click Save

• Reference numbers include company number, tax reference number, VAT registration number and UTR (Unique Taxpayer Reference).

• Bank information includes bank name, bank address, account number, sort code, BIC/SWIFT and IBAN

• Payment terms are the default terms applied at Invoicing, they can be overwritten at both contract and invoice stage.