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Company Settings Reports Knack Account
Introduction

Company settings allow you to update important company-wide information such as your company name, logo, registration information and contact details. This is the place you go to set up your Knack acc...

Updating Company Details

You can update your company details by;Using the main menu > company > company details.Clicking the main information card at the top, and clicking on "update company".This will allow you to chan...

Updating Terms and Conditions

By default, your account will be set up with basic terms and conditions for items such as quotes and invoices. You can (and should) update these to reflect your own company requirements. You can updat...

Updating Product and Service Categories

Product and service categories is a simple way to break down quotes, invoices and services in an easy to read way, particularly when you have many of them. You can read more about categories here.

Sales Reports

Sales reports allow you to get a deep overview of the sales activities across your company. They summarise information such as; Total quoted vs invoiced. Best performing sales staff. Daily, weekly an...

Finance Reports

Finance reports allow you to get a deep overview of the financial activities across your company. They summarise information such as; Invoiced vs paid revenue. Invoiced vs paid costs. Profits for inv...

Tax Reports

Tax reports allow you to view the total amount of taxes paid in to your company versus the total taxes paid out. You can view your tax report by; Using the main menu > company > manage > vie...

Scheduled Reports

Scheduled reports allow you to automatically generate financial, tax and sales reports on a regular basis. You can schedule a report by; Using the main menu > company > automation > view aut...

Your Knack Account

Your Knack account is created as soon as you register for Knack, and this is the place that you can keep track of your billings and other important account information. You can access your Knack accou...

Deleting or Disabling Your Account

As part of our commitment to privacy and security, we provide the option to permanently delete your Knack account. You can access this through company > company details > update company details > dele...