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 account and make sure that every invoice and report is accurate.
You can update your company details by;
This will allow you to change important information, such as;
Updating company details will change the information displayed on all quotes, invoices and reports. Tax changes are only applied to new quotes and invoices.
You may need to refresh your browser or reload the apps to see a new logo reflected.
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 update your terms and conditions by;
Every section is required, so make sure that you review and update all of them accurately.
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.
Company > 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...
Company > 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...
Company > Knack 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...