Company Details

1. Click the arrow button next to “Business Configuration”.
2. Select the Company Details section and you will be presented with the following screen:

1. This is the name that will appear on your bills etc.  The short name shows in the Expert Agent grids.
2. The address may well have been set up for you already.  The email address needs to be an office address as this is where the welcome/weekly e-mails etc. will go from.
3. Enter the VAT details etc.  The reference prefix number is a unique prefix for your branch.  Next Reference number – If your last property in your old system had the ref 812006, make this 812007.  Reference length determines how many zeros are put ahead of this number. 
4. If you are setting up a branch you have the chance to use one set of reference numbers (rather than a unique set for each branch) if you tick the “Parent Reference” box.  Switch on the International Currency Features if needed.
5. If you have purchased text credits this will show you your remaining balance.
6. Click “Save”.

This is the only section that needs to be repeated for each branch.  Generally we will set all branches up for you.