How to Set Up Your Company Profile 925worksuite ERP 1 0

This guide explains how to update company settings in 925Worksuite ERP. It covers editing company details, adding business addresses, updating profile information, managing currency settings, and configuring finance settings.

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Steps

1. Go to the Dashboard
   
2. Click on Settings Module
3. Select Company Settings
4. Update company details as needed and click Save
5. To add a business address:
   • Click on Business Address
   • Click Add New Address
   • Enter address details
   • Click Save
6. To update profile settings:
   • Click on Profile Settings
   • Update email or password if required
   • Click Save
7. To manage currency:
   • Click on Currency Settings
   • Click Add New Currency
   • Enter currency details
   • Save changes
8. To update finance settings:
   • Click on Finance Settings
   • Select Invoice Settings or Contract Settings
   • Update fields such as Contract Prefix
   • Save changes

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Expected Result

 Your company settings, including profile, address, currency, and finance configurations, will be successfully updated.

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Common Errors

• Changes not saved due to missing required fields
• Incorrect email format in profile settings
• Duplicate currency entries
• Insufficient permissions to access settings
• Forgetting to click “Save” after changes

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FAQs

• How do I update company details in 925Worksuite?
Go to Settings → Company Settings, edit the details, and click Save.

• Can I add multiple business addresses?
Yes, use the “Add New Address” option under Business Address.

• How do I change my account email or password?
Go to Profile Settings and update your details.

• How do I add a new currency?
Go to Currency Settings and click “Add New Currency.”

• Where can I edit invoice or contract settings?
Go to Finance Settings and select the relevant option.