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Changing your company data

How to setup KeyVision with your company data

Written by George Barcun
  1. Go to Hello > My Company. Here you can change your company data by clicking the Edit button in every section.

  2.  In the Details section you can see and edit your company:

  • General Information - Name, Status

  • Billing & Projects configurations - Invoice template

  • Timesheet details - Company calendar

  • Dashboard settings - Notifications

  • Exchange rate - Automatic synchronization of currency exchange rates 

  • Security - Password complexity

  • and Other - Default language, date format, etc

   3. Your Fiscal Entity is the company whose fiscal information is shown on the invoice: name, VAT number, address and bank account. You can have multiple fiscal entities. Go to Hello > My Company > Fiscal Entities, click on Add, fill in the required data and click on Save. Choose the default fiscal entity by checking the Default box.
Click the Edit button next to your fiscal entity to change your company data or invoice configuration.

   4. Bank Accounts - Here you can add a new bank account for your fiscal entity or you cand Edit an existing one. To choose a default bank account, check the Default box.

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