Edit your team information
Keep the business, payment, currency, and tax information used across your team and documents up to date.
- Open Team information
- Enter basic information
- Configure payment information and search visibility
- Set the team currency
- Set the team VAT rate
1. Open Team information
Open More, then tap Edit Team Info under Team Management. This setting belongs to the current team, so changes are shared with other members.
2. Enter basic information
The team name is required. Enter or update the business registration number, representative, business type, address, and contact details as needed.
Keep real business information up to date when the team should be searchable as a customer or when the information is used on shared documents.
3. Configure payment information and search visibility
Enter the bank name and account number when the team needs payment information on its records or shared documents.
Turn on Allow Search when other users should be able to find this team and connect it as a customer. Turn it off if the team should not appear in external searches.
Tap Save after reviewing the payment information and search visibility.
4. Set the team currency
Choose the primary currency used for amounts across the team. Check the preview to confirm its symbol, decimal places, and grouping format.
Changing the currency does not convert stored amounts; it only changes their symbol and display format. Review the preview carefully before saving.
5. Set the team VAT rate
Enter the VAT rate used by the team. This rate is applied when taxable transaction amounts are calculated and can also affect how existing transactions are displayed.
Review the impact on transaction totals, then tap Save to apply the currency and VAT settings to the team.