Use this guide to help set up and manage your organisations in Quartz.
Log-in and click Agency Setup
Go to https://www2.quartzbysapphire.com/auth/login and use your credentials to Sign In.
Once logged on select Organisation Details and Select 
Once changes have been made press 
Tab breakdown under Organisation
Select the below for more information for each tab.
Organisation info
Organisation info
Organisation Name
Pre-filled from your sign-up. Not editable.
Address Details
you can update these if needed
(Address Line 1, Address Line 2, County/State, Town/ City, Country, Postcode)
Contract Information
All fields are pre-filled. Feel free to edit if Necessary
(Email Address, Phone Number, Mobile Number, Fax Number, Website)
Reg. Office
Reg. Office
These details is displayed on all sales invoices.
Registration
ACN/ABN/Company number required (enter registration number)
Payment Terms required (enter the invoice payment terms)
Bank Account Name optional (enter name of bank)
Bank Account Code required (enter bank account number)
Sort Code/BSB required (enter sort code number)
SWIFT/BIC: optional (enter swift number)
VAT Number: optional (enter VAT number)
Remittance email: required (enter email of the shared inbox/ individual responsible for receiving remittances)
Remittance phone: required (enter the phone where clients should direct their payment queries)
Rate Details
Rate Details
Here you can set the rate options.
Rate Name (Required)
A unique, recognisable name shown on invoices.Short Name (Required)
A brief, unique label shown in sales reports.
Expenses
Expenses
Add the expenses types. These settings will be available for contractors on assignment where they have access to claim expenses.
Expense (Required)
name of the expenseShort Name (Required)
A brief, unique label.
Tax Settings
Tax Settings
Add in the tax rates that your company deals with, this will allow those to be selected in Client and Supplier records, as well as in the tax override sections. Press SAVE once completed.
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E-Signatures
E-Signatures
Under E-Signatures tab, select Adobe Sign as the Provider - you can choose to have this provider as the default compliance set up on Quartz if you'd like. For some more information on this select here:
Organisation Details
Organisation Details
Configure your environment settings here:
Upload your logo
Enter a key user’s email or a generic contact email
View or edit your Agency custom URL (if applicable)
Amend the Token Expiry on emails
Make any changes, then click SAVE.
From this page you can Enable Xero integration if applicable click on the following