1. From the main menu in Cerely, click on your profile icon in the top right-hand corner of the screen
2. Click on Setup from the dropdown menu
3. From the Setup screen under Organisation Settings, click on your company name
4. In the left-hand menu, click on Company Details
5. Click the edit icon to enable editing mode
6. Make the necessary changes to your company information
Information you can update:
- Trading Name
- ABN/ACN
- Phone Number
- Admin Email
- Website
- Address
- Postal Address
- Parent Company
- Company Type
- Tax File Number (TFN)
7. Click on the Save Changes button after making any changes to ensure the updates are saved
All changes to company information is now live in the system