Managing Company Settings

Configure your company details and business preferences in ProcessX.

Overview

Company settings contain information about your business that ProcessX uses for:

Tax calculations
Report generation
Invoice details
SARS compliance

Accessing Company Settings

Go to Settings from the dashboard

Click Company or Company Settings

Or click your company name in the navigation

Business Information

Basic Details

Contact Information

Tax Information

Income Tax

VAT Registration

Industry and Category

Select your business sector:

Professional Services
Retail
Manufacturing
Technology
Construction
Healthcare
Other

This helps with:

Relevant expense categories
Industry benchmarks
Appropriate reports

Currency Settings

Field	Description	Example
Company Name	Registered business name	ABC Consulting (Pty) Ltd
Trading Name	Name you trade as	ABC Consulting
Registration Number	Company registration	2020/123456/07
Business Type	Legal structure	(Pty) Ltd
Field	Description
Physical Address	Business premises address
Postal Address	Mailing address
Phone Number	Business contact
Email	Business email
Website	Company website
Field	Description
Income Tax Number	SARS tax reference
Tax Year End	Your financial year end
Taxpayer Type	Individual, Company, Trust
Field	Description
VAT Registered	Yes/No toggle
VAT Number	SARS VAT registration
VAT Period	Monthly or Bi-monthly
Setting	Options
Primary Currency	ZAR (South African Rand)
Currency Display	R 1,000.00 or ZAR 1,000.00
Decimal Places	2 (standard)

Updating Company Details

Step 1: Navigate to Settings

Go to Settings > Company.

Step 2: Edit Information

Click Edit or directly modify fields.

Step 3: Save Changes

Click Save to update.

Changes take effect immediately.

Company Logo

Add your company logo:

Click Upload Logo

Select image file

Crop if needed

Save

Logo appears on:

Dashboard
Exported reports
Team invitations

Requirements:

PNG or JPG format
Maximum 2MB
Square or rectangular

Multi-Company Setup

With Business or Enterprise plans:

Adding a Company

Click Add Company in company switcher

Fill in company details

Configure settings

Save

Switching Companies

Click company name in navigation

Select another company

View switches to that company

Company-Specific Settings

Each company has independent:

Tax settings
Categories
Team members
Data and reports

Team and Permissions

Manage who can access and edit:

Go to Settings > Team

See current team members

Invite new members

Set roles and permissions

Roles include:

Owner: Full access, billing
Admin: Full access, no billing
Member: Limited access
Viewer: Read-only access
Accountant: Reports and exports only

Deleting a Company

To remove a company:

Switch to the company

Go to Settings > Company

Scroll to Danger Zone

Click Delete Company

Confirm deletion

Warning: This deletes all company data permanently.

Last updated: March 2025