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Manage your ExpenseIn company account details
Manage your ExpenseIn company account details

How to update your account details on your account.

J
Written by Jack
Updated over 2 months ago

Admin users have the option to update the company account details when logged into their ExpenseIn account via the web portal.

How to manage your company account details

1. Navigate to the top right-hand side of your account and click on your company name.

2. Click Account Details from the drop-down menu.

3. In the Account Details area, click the Edit button.

4. Make your changes as required; you can update your Company Name, Business Telephone Number, Tax Year and Financial Year Start Dates and Default Reporting Period.

Note: The Default Reporting Period is used to determine the expense information displayed to users on their My Expenses dashboard. If your company has a different Financial Year to the Calendar Year (Jan-Dec), you can change the default reporting period to Financial Year instead.

5. Click Update to save your changes.

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