Log-in and click Agency Setup
Go to https://www2.quartzbysapphire.com/auth/login and use your credentials to Sign In.
Press the ORGANISATION DETAILS button to open the Organisation Details area.
Completing the Organisation Info tab
Click the EDIT button to make changes to the fields, and press SAVE once completed.
Organisation: Pre-filled from sign-up form, unable to make changes
Address Line 1: Pre-filled from sign-up form, you can make an edit here if you need
Address Line 2: Pre-filled from sign-up form, you can make an edit here if you need
Country: Pre-filled from sign-up form, you can make an edit here if you need
County/State: Pre-filled from sign-up form, you can make an edit here if you need
Town/City: Pre-filled from sign-up form, you can make an edit here if you need
Post Code: Pre-filled from sign-up form, you can make an edit here if you need
Email Address: Pre-filled from sign-up form, you can make an edit here if you need
Phone Number: Pre-filled from sign-up form, you can make an edit here if you need
Mobile Number: Pre-filled from sign-up form, you can make an edit here if you need
Fax Number: Optional – you may enter a fax number here if required
Website: Optional – you may enter a website URL here if required
Completing the Reg Office tab
Click the EDIT button to make changes to the fields, and press SAVE once completed.
This information is displayed on all sales invoices.
CAN/ABN/Company Number: Mandatory – you must enter in your registration number
Payment Terms: Mandatory – you must enter in your invoice payment terms, note that these can also be maintained on an individual client level as well
Bank Account Name: Optional – record name of bank
Bank Account Code: Mandatory – record bank account number
Sort Code/BSB: Mandatory – record sort code
SWIFT/BIC: Optional – record swift number if required
VAT Number: Optional – record VAT number if applicable
Remittance email: Mandatory – enter in the email of the shared inbox/individual who is responsible for receiving payment and remittance in your agency. This is the email used to send remittances.
Remittance phone: Mandatory – enter the phone number where your clients should direct their payment queries to
Complete the Rate Details tab
Click the EDIT button to make changes to the fields, and press SAVE once completed.
Rate Name: Mandatory – should be easily recognisable within your agency, should be unique to assist with recognising the rate – this will be displayed on your invoices raised.
Short Name: Mandatory – should be easily recognisable within your agency, should be unique to the specific rate name – this will be displayed on sales reports.
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.
Complete the Agency Settings tab
Click the EDIT button to make changes to the fields, and press SAVE once completed.
Under Organisation Settings, configure the environment. Customise the logo, record the key users email address or a generic email address, and if applicable, the Agency custom URL will be displayed here too, make any changes and then press SAVE.