Step by step
1
Open the client
Select the client from the sidebar, either by searching for them or picking them from All Clients.
2
Go to Basic Info
Under Client Info in the sidebar, click Basic Info. This opens the Business Info form with the client’s current details already filled in.
3
Update the fields you need to change
- Business Logo — drag an image in, or click to browse and upload one
- Business Name — the client’s trading name, shown on every report
- Business Industry — used to apply the right categorisation logic
- Legal Name (optional) — the client’s registered legal name, if different from their trading name
- ABN — the client’s Australian Business Number
- Email (optional) — the client’s contact email
- Phone Number (optional) — the client’s contact number
- Business Entity — the client’s entity type, set when they were added
- Income Tax Percentage — shown for company clients, and used in their reports
- Total Shares and Per Share Value — shown for company clients
- GST registration — select Yes or No
4
Add a note if needed
The Notes panel on the right holds internal notes on this client. Click Add Note to record anything your team should know, such as a query with the client or a change in their circumstances.
5
Save your changes
Click Save in the top right corner. Changes apply immediately across the client’s workspace and reports.