TrackTik UniversityHelp & DocumentationSecurity Operations SettingsHow to Set Company Information For Invoices / Reports

How to Set Company Information For Invoices / Reports

The company information that is automatically included on reports and invoices is pulled from the company information in the settings. This will be the default company and contact information that populates to every document generated by the system. Additionally, this area allows admins to set the logo that will be used for reports, invoices and schedules as well. Note that anytime this information is modified, it will be applied to all documents past and present in the system.

Add / Edit Company Name and Contact Information

Add / Edit Company Name and Contact Information

The information in the "Company Name" section of the settings stores the company information that populates to invoices and reports. The information in any of these sections can be edited as needed. To add or edit the information in "General Information" follow the steps below.

  1. Click on the "Settings" tile from the left-hand side menu.
  2. Select "Company Name / Address" option from the settings menu.
  3. The "General Information" tab should be selected by default. Modify the information in this section as needed.
  4. Click on the [Save] button.

Add / Edit Company Address

Add / Edit Company Address

Select the "Addresses" option to access the field available for the company address. Add or modify the information as needed and click on the [Save] button to save any changes.

Add / Edit Company Other Fields

Add / Edit Company Other Fields

The information in the "Other Fields" section is primarily for reference. This information does not typically appear on any reports of documents from the system. Select the "Other Fields" information and modify as needed. Click on the [Save] button to save any changes.

Add / Edit Company Logos

Add / Edit Company Logos

Different logos can be applied to different types of documents generated by the system. The "Logos" section allows admin to define and upload specific logos for certain documents. Select the "Logos" menu option and upload logos as needed. By default the system will take the logo seen on the login screen unless these options are modified. Click on the [Save] button to apply any changes.