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
Navigate to the Admin Console
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
Edit details as required and select Save
How to add/edit Invoice Settings
Navigate to Invoice Settings
Navigate to the Admin Console
Select General from the Navigation Bar on the left of the screen
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
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.