Overview
Manage Company Details, Address Details, Contact Details and Bank Details in one convenient location.
👥 Access Permissions: available to Administrators and Power Users only. Please review user roles before proceeding.
📍Where to find it in the app: Account Settings > Company.
Company Details
Basic details of the organisation can be set up here:
Company Name - Mandatory field.
Australian Business Number (ABN)/Australian Company Number (ACN) - Enter the legal company identifier.
Company Logo - Upload a logo to personalise the account.
Timezone - Set the local business timezone.
Currency – Choose the currency symbol applicable to the company’s location.
Date Format - Choose how dates are displayed across Factory (e.g., quotes, orders, invoices, and data exports). Select either DD/MM/YYYY or MM/DD/YYYY.
📝Note: If the Date Format is changed or updated, the change will not apply to already generated PDFs or exported data. These will need to be regenerated for the updated format to appear.
Address Details
Provide the company’s physical address:
Address - Street address.
Address continued - Optional, for additional information such as suite or unit number.
Suburb/City - Locality.
Post Code/ZIP Code - Postal code for the address.
Country - Select the country.
State - Enter the state or territory.
Contact Details
Company contact information can be maintained here:
Phone - Format must correspond to the selected country (e.g., in Australia: (xx) xxxx xxxx).
Email - Must be a valid email (include username,
@, and domain).
Bank Details
Banking information for payments can be added here:
Bank account name - Name on the bank account.
Bank account number - Account number.
BSB - Bank State Branch number.
How to upload or change Company logo
Navigate to
Settings>Company>Change logo.
A File Explorer (Windows) or Finder (Mac) window will open automatically.
Locate the desired company logo file.
Double-click the file or select it and click Open to upload.
How to Edit Company, Address, Contact, and Bank Details
Navigate to
Settings>Company.Make the necessary edits to company, address, contact, or bank details.
Click anywhere on the white background to save changes automatically.