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
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...
Company > 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...
Company > 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...