1- Navigate to the toolbar menu and click on the gear icon (Settings)
2- Scroll down to find “Organization profile” and click on it.
Alternatively, you can search for “Organization Profile” using the search box then click on it.
3- Edit the organization’s Details as follows:
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· Organization Name: Enter the name of your organization.
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· Tax Treatment: Select whether the organization is VAT registered from the options—see how to manage VAT.
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· VAT ID: If VAT registered, enter the VAT ID.
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· Currency: Select the main currency of the organization from the available currencies—see how to add currencies.
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· Industry / Sector: Write the organization’s industry.
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· E-Invoice Type
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· None: No E-invoice functionality enabled.
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· Egypt Client Side: E-invoicing handled on the client side in compliance with Egyptian regulations.
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· Egypt Server Type: E-invoicing processed on the server side in accordance with Egyptian requirements.
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· Saudi Arabia: E-invoicing configured to meet Saudi Arabian regulations.
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· Address: Enter the address of the organization.
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· Others
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Theme: Select the theme for the organization’s profile.
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Fiscal Year: Select the start and end dates of the fiscal year from the date picker—see how to set fiscal year.
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Website: Enter the organization’s website URL.
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Phone Number: Enter the organization’s phone number.
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4- Click on “Submit”
