Office Settings

Office Settings

Define the office details used across documents, cases, invoices, reports, and business processes — and configure document storage and bank accounts.

Note: If you cannot see these options, you may not have the required permissions. Contact your office administrator.

Office details

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Section	Content
Basic information	Office name, company registration number, VAT number, and logo.
Contact information	Country, city, address, postcode, telephone, fax, website, and email.
Organisation details	Date of establishment and other administrative data.
Templates	Default templates for cases and invoices.
Invoicing settings	Default currency, VAT rate, VAT display, and invoice notes.

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Document storage

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Option	Description
Storage management	View the active provider and configure document storage.
Storage test	Check the availability and correctness of the configuration.
Data migration	Move documents between storage services, with support for a trial migration.

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Bank accounts

Record the office's bank accounts. For each account, enter the account name and number. This data is used when creating invoices and financial documents.

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Account Settings

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