Company details, logo and bank accounts

Settings, in the Admin panel, holds the details that print on everything you send out. It is worth ten minutes on the day you start, because every quote, order, claim and variation after that carries them.

Changes take effect immediately on new documents. Anything already produced keeps what it had when it was made.

Company details

Your company name, business name, ABN, phone and address.

Field	Where it shows up
Company name	The top of every document you send
Business name	Where you trade under a different name from the registered one
ABN	Tax invoices and progress claims — a claim without one is not a valid tax invoice
Phone, Street address, Suburb, State, Postcode	Your letterhead, and how suppliers and clients reach you

Look up finds your details from the ABN register rather than making you type them. Search by name or ABN, pick the right result, and the fields fill themselves in. Back to results returns to the list if you picked the wrong one.

Check the ABN before your first claim

An ABN that is missing or wrong is the sort of thing nobody notices until a client’s bookkeeper rejects a progress claim. It is on every tax invoice you issue.

Defaults

Two numbers that save typing on every job:

Default GST is the rate applied to new items unless you change it. For most Australian builders that is 10%.

Default markup on variations is the margin added to a new variation. Set it to whatever you normally charge for a change, and the variations you raise start there instead of at nothing — see Creating a variation.

Both are only starting points. Either can be changed on the job, the estimate or the individual variation.

Logo

Upload the logo that prints on your quotes, orders, claims and variations. Remove logo takes it off again.

Use the highest-resolution version you have. A logo that looks fine on screen can print soft on a document a client passes to their lender, and that is the one document you would want looking right.

Bank accounts

The accounts your clients pay into. Add account takes an account name, the account holder, the BSB and the account number.

They appear in two places:

• On a progress claim, so the client knows where to pay.
• On a variation shared with a client, with the variation number as the reference.

Mark one as Default and it is the one new claims and variations use. You can still choose a different account on an individual claim or variation — useful if a particular job or entity is banked separately.

Verify the account on the document, not just in this page

Payment redirection fraud works by changing bank details on a document in transit. Whatever you keep here, check the account printed on a claim before it goes out, and tell clients to ring you on a number they already have if the details ever appear to change.

Delete removes an account. It does not alter claims or variations already issued — those keep the details they were produced with.

Who can change this

The Admin panel only opens for an Administrator, so these settings are not something an estimator or a site supervisor can alter by accident. See Roles and access.

If you run more than one company, the Company drop-down at the top of the menu decides which one you are editing. Each company has its own details, logo and bank accounts — see Running several companies.