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Set up your workspace

  1. 1Open Settings → Company and add your legal name, TRN and address.
  2. 2Upload your logo in Settings → Branding; it appears on quotations, invoices and the customer portal.
  3. 3Add bank details so they print on invoices.
  4. 4Review document numbering in Settings → Numbering.
  5. 5Invite your team from Settings → Users and give each person a role.

Still stuck? Sign in and use Help → Contact support, or contact us.