Check your business details

Check your business details before creating documents. A change in details is not a reason to create existing documents again.

Choose the screen you use for SmartBill:

Desktop

1. Open Settings → Business settings.
2. Check the name, tax ID, and contact details.
3. Update the fields you need and use the save action shown.
4. Check the preview of your next document.

Mobile app

1. Open the account picture, then Settings.
2. Choose business details in the organization section.
3. Scroll through the fields, update, and save.
4. Check the result before creating another document.

The form stays visible while saving and the save button shows progress. Wait for it to finish before making another change.

If a field cannot be edited, check your access with the business owner. Before changing accounting settings, confirm the required change with your accountant.

Accounting offices

The Connected accounting offices card at the bottom of business settings lists the offices that can work on your business. It is the same on desktop and in the mobile app.

• To stop an office’s access, an administrator chooses Disconnect next to it and confirms. The office loses all of its access at once.
• When an office asks for access, administrators get a notification and see the request under Access requests from accounting offices. Choose Approve only for an office you work with, or Decline. A request nobody answers expires after 14 days.

Only business administrators see Disconnect and access requests.

Next steps

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