Company details

The Company details section, allows you to edit your company details. 

You can navigate to it by clicking  then 'Company details' 

Warnings

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