How to edit the Contact Information in Company Profile

Navigate to Menu > Companies > Select the company profile you wish to update

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Scroll down to "Contact Information" and click "Edit".

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Within this section, you can enter the Signing and Billing contact details for the company. The section is optional, however it's strongly recommended to enter this information for notifications created by the NowInfinity platform. 

  • Signing Contact - the person responsible for the Company correspondence
  • Billing Contact - the person to receive billing related notifications, eg payment reminders for Annual Statements.

If the contact is a Company Officer, their name will be available in the "Name" drop down. Their details will pre-fill, and information can be altered/added if required. 

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If the Billing Contact is different to the Signing Contact, their details can be added separately. Therefore, the Signing Contact will receive correspondence of the Company while the Billing Contact will receive billing related notifications for the company.

If the Billing Contact is not a Company Officer, select "Other Contact" in the "Name" drop down and enter their details manually.

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Select "Save" to continue.

When saving the changes made, NowInfinity will check if the individual is associated with other Companies, Trusts or SMSF's in your accounting practice. If they are a contact of other entities, you will be presented with a popup listing all of the associated entities. Select the tick boxes by the entities you wish to also update and when ready, select the “Confirm” button to save the changes.    

Note: This action is irreversible so careful consideration should be given before selecting the "Confirm" button.

 

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