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PropSheet

Company Settings

Overview

Section titled “Overview”

The Company Settings page allows you to view and update your company’s basic information. This information is used throughout PropSheet for compliance records, reports, and communications.

Accessing Company Settings

Section titled “Accessing Company Settings”
  1. Navigate to Settings in the main menu
  2. Click on Company Settings

Available Fields

Section titled “Available Fields”

Company Code

Section titled “Company Code”
  • Read-only field - Your unique company identifier
  • Cannot be changed after account creation
  • Used for system identification and support

Company Name *

Section titled “Company Name *”
  • Required field - Your business’s legal or trading name
  • Used in reports and compliance documents
  • Update as needed if your business name changes

Phone Number

Section titled “Phone Number”
  • Company contact telephone number
  • Optional but recommended for support purposes

Email Address

Section titled “Email Address”
  • Company email address for communications
  • Used for notifications and support contact

Authorized Person

Section titled “Authorized Person”
  • Name of the person authorised to represent the company
  • Useful for compliance documentation

Tax Number

Section titled “Tax Number”
  • Your company’s tax identification number
  • Required for certain compliance reports

Tax Office

Section titled “Tax Office”
  • The tax office where your company is registered
  • Required for certain compliance reports

Company Address

Section titled “Company Address”
  • Full business address
  • Used in compliance documentation and reports

Subscription Plan

Section titled “Subscription Plan”
  • Read-only field - Displays your current subscription plan
  • Managed by account administrators
  • To change your plan, visit the Subscription page

Updating Company Information

Section titled “Updating Company Information”
  1. Navigate to Company Settings
  2. Update any fields you need to change
  3. Click Save to apply changes
  4. You’ll see a success notification when changes are saved

Permissions

Section titled “Permissions”
  • Read Permission: Required to view company settings
  • Write Permission: Required to update company information

If you don’t have the required permissions, contact your account administrator.

Best Practices

Section titled “Best Practices”
  • Keep company information up to date, especially if your business details change
  • Ensure the email address is monitored regularly for important notifications
  • Verify tax information is accurate for compliance reporting
Section titled “Related Topics”