Accessing Business Settings
Navigate to Settings and select the Business Settings tab to access these options.
Basic Information
The Basic Information tab stores your company's fundamental details. To make changes, click the Edit button in the top right corner. Once you've finished making changes, click Save to apply them.
Available Fields
Field | Description |
Company Name | Your registered company name (required) |
Trading As | Your business trading name, if different from the company name |
Company Type | Select from Pty Ltd, Sole Trader, or Trust |
ABN Number | Your Australian Business Number |
Registered Office Address | Your official business address |
Website URL | Your company website address. When entered, the system will automatically fetch your website's icon to display throughout the platform |
Locations
The Locations tab allows you to manage multiple business locations or branches. This is useful if your organisation operates from several sites.
Adding a Location
Click the Add button in the top right corner
Enter the Name of the location
Is Nested (optional): Check this box if this location operates under a parent location. When enabled, you'll be able to select a parent location from a dropdown
ABN Number: If the location is not nested, you can enter a separate ABN for this location
Click Save to create the location
Managing Locations
Each location displays with a unique Business ID, Name, and ABN. Use the action menu (three dots) on each row to:
Edit – Modify the location's name, nesting status, or ABN
Delete – Remove the location from your system
Services
The Services tab allows you to define the types of services your business offers. These can be used throughout the platform for categorisation and reporting.
Adding a Service
Click the Add button in the top right corner
Enter the service name
Click Save
Managing Services
Use the search bar to find specific services. Each service can be edited or deleted using the action menu on its row.
Settings
The Settings tab contains additional configuration options for your business operations.
Travel Claims Setting
Configure the reimbursement rate for staff travel claims.
Click Edit to modify the rate
Enter the Rate per km (in dollars)
Click Save to apply the new rate
This rate is used when calculating travel claim reimbursements for staff.
Holidays
Manage public holidays that apply to your business. These dates can be used for scheduling and payroll calculations.
Adding a Holiday:
Select a date using the date picker
Click Add to include it in your holiday list
Removing a Holiday:
Click the X button next to any holiday to remove it from the list
Agreements
The Agreements tab allows you to upload and manage your Supplier Service Agreement file.
Uploading a Service Agreement
Drag and drop your file into the upload area, or click to browse and select a file
Click Upload to save the document
Downloading the Service Agreement
If a service agreement has already been uploaded, click the Download button to retrieve the current file.