Organisation Information
Learn how to view and update your business information, company logo, and organization settings in Digit Tally.
Accessing Organisation Settings
- Click Profile Menu (top right)
- Select Organisation Information
- Organisation settings page opens
[SCREENSHOT: Organisation Information menu option]
Business Details
Company Information
| Field | Description | Editable |
|---|---|---|
| Business Name | Registered company name | Yes |
| Business Type | Entity type (LLC, etc.) | Yes |
| Industry | Business sector | Yes |
| TIN | Tax Identification Number | Yes |
| RC Number | CAC registration number | Yes |
[SCREENSHOT: Business details section]
Contact Information
| Field | Description |
|---|---|
| Business Address | Physical location |
| City | City or town |
| State | Nigerian state |
| Postal Code | Postal code |
| Phone Number | Business phone |
| Email Address | Business email |
| Website | Company website |
[SCREENSHOT: Contact information section]
Updating Business Details
- Click Edit Organisation Details
- Update any fields
- Click Save Changes
- Changes apply to all workspaces
Important: Business name and TIN appear on all invoices and official documents.
Company Logo
Logo Management
Current Logo:
- Displayed on invoices, receipts, and documents
- Appears in app header
- Used in email communications
Uploading New Logo:
- Click Change Logo or Upload Logo
- Select image file
- Crop/resize if needed
- Click Save Logo
[SCREENSHOT: Logo upload interface]
Logo Requirements:
- Formats: JPG, PNG, SVG
- Max size: 2MB
- Recommended: 500x500px (square) or 800x400px (rectangular)
- Transparent background recommended (PNG)
Removing Logo:
- Click Remove Logo
- Confirm removal
- Default icon used instead
Invoice Settings
Default Invoice Configuration
| Setting | Description | Options |
|---|---|---|
| Invoice Prefix | Prefix for invoice numbers | INV, SI, custom |
| Starting Number | First invoice number | 001, 1000, custom |
| Payment Terms | Default payment period | Net 7, 14, 30, etc. |
| Currency | Invoice currency | NGN (NGN ) |
| Tax Default | Include VAT by default | Yes/No |
[SCREENSHOT: Invoice settings]
Invoice Template
Select Template:
- Classic
- Modern
- Minimal
- Professional
Customize:
- Colors
- Font
- Layout
- Field visibility
[SCREENSHOT: Invoice template selection]
Tax Settings
VAT Configuration
| Setting | Description | Default |
|---|---|---|
| VAT Rate | Standard VAT rate | 7.5% |
| VAT Number | Your VAT registration number | Optional |
| VAT Treatment | Inclusive or Exclusive | Exclusive |
WHT Rates
Configure default WHT rates:
- Contracts: 5%
- Professional Services: 10%
- Rent: 10%
- Dividends: 10%
- Custom rates: As needed
[SCREENSHOT: Tax settings]
Fiscal Year
Fiscal Year Settings
| Setting | Description | Example |
|---|---|---|
| Fiscal Year Start | First month of your fiscal year | January |
| Fiscal Year End | Last month of your fiscal year | December |
Common Options:
- January - December (calendar year)
- April - March
- July - June
- October - September
Changing Fiscal Year:
- Select new start month
- Confirm change
- Reports adjust accordingly
Changing fiscal year mid-year affects financial reports. Consult your accountant before changing.
[SCREENSHOT: Fiscal year settings]
Payment Information
Bank Account Display
Configure which bank account appears on invoices:
Primary Account:
- Displayed by default on all invoices
- Bank name
- Account number
- Account name
Secondary Accounts:
- Can be selected per invoice
- Useful for multiple currencies or branches
[SCREENSHOT: Payment information settings]
Email Settings
Email Sender Configuration
From Name:
- How your business appears in emails
- Example: "ABC Trading Ltd" or "John from ABC Trading"
Reply-To Email:
- Where customer replies go
- Default: your business email
- Can be different from sending email
Email Signature:
- Appears at bottom of all emails
- Include: name, position, phone
- Company address
[SCREENSHOT: Email settings]
Email Templates
Customize Default Templates:
- Invoice email
- Receipt email
- Credit note email
- Payment reminder email
- Statement email
Template Variables:
- [Customer Name]
- [Invoice Number]
- [Amount]
- [Due Date]
- [Business Name]
[SCREENSHOT: Email template editor]
Branding
Brand Colors
Primary Color:
- Main brand color
- Used in invoices, reports
- Example: #0066CC (blue)
Secondary Color:
- Accent color
- Used for highlights
- Example: #00CC66 (green)
Color Picker:
- Select from color wheel
- Enter hex code
- Preview in real-time
[SCREENSHOT: Brand color picker]
Typography
Font Selection:
- Invoice font
- Report font
- Email font
Available Fonts:
- Arial (default)
- Helvetica
- Georgia
- Times New Roman
- Open Sans
- Roboto
Multiple Locations
If you have multiple branches:
Branch Configuration:
- Branch name
- Branch address
- Branch phone
- Branch manager
- Can create separate workspaces
What's Next?
- Connected Accounts - Manage bank accounts
- Security Settings - Password and 2FA
- Account Information - Personal settings