How to Access Organization Info?

1. Upon successful login, expand the Organization Settings category.

2. From the options revealed, click Organization Info. Doing so takes you to the Organization Settings screen.

3. Here, various components of the organization info are displayed. You can edit the logo, name, phone, and email of the organization from the Update Organization section.

4. Similarly, you can add or remove the documents associated to the organization from the Organization Documents section.

5. Enter the average working hours for the organization using the Average Working Hours field.

6. If you want to use the recurrent contact for new proposals, mark the Use Recurrent Contact for new Proposals.

7. Moving further, the Organization Tax Rates grid lets you configure the tax rates set for the organization.

8. To set a tax rate as default, enable the corresponding Default toggle button.

9. To delete a tax rate, click the button from the corresponding row.

10. To add a new tax rate, click the button. This adds a new row for the tax rate to be recorded.

11. Use the Name field to record the name of tax rate.

12. Enter the tax percentage in the Percentage field.

13. Use the QuickBooks Code dropdown to link the required QuickBooks code.

14. Use the QuickBooks counter to set the count in QuickBooks Desktop.

15. Once the required selections are made, click the button.

16. Next up is the Organization Address section. Here, all the organization addresses are tabulated via various columns that include Address Line 1, ZIP, Primary, and Actions.