The Company details section, allows you to edit your company details.
You can navigate to it by clicking then 'Company details'
Updating some information, such as company name can have consequences to sections of the portal. It is best to speak with your accountant first in order to establish whether this change is appropriate.
Ensuring your contact details are correct within Clever Accounts is important so please also keep your accountant up to date on any changes you make in this section.
It is important these details are kept current, as information held will be used to populate invoices and other paperwork generated.
What can be updated?
Company Name is the name of your company
Trading Name is the name that you trade under, if different than the Company Name
Contractor or SME allows you to view specific sections depending on if you trade as a Contractor or an SME (small and medium sized enterprises)
Company Reg Number is the
Client Code is the
Nature of Business is the
Trading Address is the the registered address of the company. If the address you trade from is not the registered address, please update in the Invoice Settings section
Contact Details are the contact details for your company
Company Notes allow for you to add some comments if required. This can be details about the business activities or comments for your account or colleagues that use the portal