Bank and Payment Details
How bank fields and VAT settings work, including what to complete, what can be left blank, and where those details matter later.
Read articleOrganisation Information help
Help for Organisation Information in Work Planner.
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Branding and Business Details
How to manage business wording, address details, contact information, address lookup, and logo branding.
Read articleWorking Days and Non-Working-Day Job Handling
How the Working Days card controls active days, planner hours, and what happens when work falls on a non-working day.
Read articleOrganisation Information Screen
A tour of the Organisation Information screen, including working days, terminology, address details, VAT, bank details, and branding.
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