Set up your organisation
Company details, logo, default language, time zone and financial year — used across the app, the customer portal, emails and PDFs.
For: Workspace adminsSteps
- Open Settings → Organisation.
- Fill in the company profile: display name, legal name, SSM registration number, SST number, address, phone, email and website. The legal name, registration and SST numbers and address appear on quotations, invoices and receipts.
- Under Branding, upload your logo (PNG or JPEG, square, up to 1 MB). It appears on the customer portal and on quotations, invoices and receipts.
- Under Language and region, choose the default language for new users and customer emails, the time zone, the month your financial year starts, the first day of the week and the default business calendar.
- Select Save changes.
Good to know
- Reports' “This year” and quarter ranges follow your financial year.
- Billing and reports use Malaysian ringgit; price lists can use other currencies.
- Every change is recorded in the audit log.
Still need help? Contact support