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How to change company details

This article will explain how to make amendments to company name, company address, VAT Number and Bank details.

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Written by Tania Grigore

To amend the banking details on a cloud hosted or Citrix hosted environment

If you want to amend your banking details (For MyDesk Citrix hosted customers, they can amend the company name as well). This can be actioned within FactoryMaster, please complete the following steps:

  1. Click on Options

  2. Click on System Maintenance

  3. Go to System Settings

  4. Choose GENERAL System Settings

  5. Click on Company Details

  6. Press Ctrl+M to go into modify mode

  7. You will now be able to amend/add in banking details, web address and e-mail by typing in the field.

How to amend company name, address, phone number or VAT number on site

For on-premise customers, to amend the company name, company address, company phone number or VAT number, you need to have these details amended within the licence. ​
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📌Note: If you operate off a multi-company licence, then you will use the same instructions above for amending your banking details in order to amend other details as well.

📌Note: Also, once the licence is applied with the new company address, only new orders, invoices, quotes, etc., created afterwards will display the new company address. If you are using an RTF document layout, e.g. for sales order acknowledgements, the RTF Word document will have to be opened and the address manually edited and saved.

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