Proteus Help Center

Office - General Settings

Written by James Gold. Updated this week

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.

Select General from the grey menu bar
Edit details as required and select Save

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

How to add/edit Invoice Settings

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

Select General from the Navigation Bar on the left of the screen
Select Invoice Settings from the white horizontal submenu

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.