Amending company details on purchase orders, sales, invoices, and remittances

Admin Only

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. Go to Maintenance, then select Accounts.
2. Select the ENTITY - Entities ledger.
3. To update the location details, select the location Account.

4. Select EDIT, then choose the tabs from the following to update the required details:

   Tab	Details
   General	Contact details, such as telephone number or email address
   Address	Address details and VAT number
   Payments	Payment information, such as bank details, and credit and transaction limits

5. When all required details have been updated, select SAVE.