Organisation Details

Context: This guide covers organisation details and the ability to update the trading name, registered address, organisation classification, and organisation contact details. This guide also covers the addition of a new organisation's contact.
 

Glossary

• Edit organisational contact
• Edit payroll system used
• Edit pay frequency

Edit organisational contact 

1. Click the Settings menu.
    
2. Click the Organisation Details button.
   
   
    
3. Click the Edit button in the Organisation Contact section.
   
   
    

4. Click the Add Another Contact button.

   Note: The primary contact will have the Primary contact tag beside their name.

   
    

5. You can choose from any existing users you have set up. You can do this by going to the Settings menu and clicking the User Settings button.
   
   
    
6. Selecting the Other option will present the following fields to complete:
   • Given name.
   • Family name.
   • Email.
   • Phone.
      

7. Click the Add button.
   
   
    

   Note: For this example, we have chosen to add an existing Organisation Admin.

8. You will now see both organisational contacts on your screen.
    

9.  If you wish to delete a contact from the list, select the Three-dots button and click the Remove button.
    

10. To change the Primary contact for your organisation, click the Three Dots button and then click the  Set as Primary Contact button.

    Note: You can assign any user of any role to be the primary contact, however only org admin users can make changes.

    
     

11. The Primary Contact will now be updated in the Users table as well if you go to the Settings menu and click the User Settings button.
    
    
     

Edit payroll system used

1. Click the Settings menu.
    
2. Click the Organisation Details button.
   
   
    
3. Click the Edit button 
   
   
    
4. Select from the following options:
   • Access MicrOpay.
   • ADP.
   • CHRIS21 (Frontier).
   • Employment Hero.
   • KeyPay.
   • MYOB.
   • Preceda.
   • QuickBooks.
   • SAP.
   • Xero.
   • Other.
      
5. Click the Done button.
   
   
    

Edit pay frequency

1. Click the Settings menu.
    
2. Click the Organisation Details button.
   
   
    
3. Click the Edit button 
   
   
    
4. Select from the following options:
   • Weekly
   • Fortnightly
   • Bi-monthly (twice a month)
   • Monthly
   • Quarterly
      
5. Click the Done button.