Amending company details on purchase orders, sales invoices and remittances

The address, bank details, contact name and email address showing on purchase orders, sales invoices and remittances can be amended in IRIS Financials by a system administrator.

  1. Select Masters > Accounts > ACADEMY or ENTITY ledger

  2. Select the appropriate location code. Then update the information as followed:

    Item Tab
    VAT number Limits & VAT
    Address Address
    Contact name, telephone number and email address Contact
    Bank details Payment Information
  3. Update the information and select Apply.

    If Apply is not available, speak to your system administrator or log in as CUSTADMIN or PSFADMIN.