UPDATING BUSINESS DETAILS

Changing or updating your business' details in Pure Cash Tracker

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Updating or changing business details

From time to time you may have to change or update the details of your business in Pure Cash Tracker, whether it's a new email address, bank account, tax registration or logo.

All changes to your business' details can be made in the settings menu of Pure Cash Tracker.

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1. Settings Menu

The first step to access the settings menu in Pure Cash Tracker is to make sure you have selected the "Home" tab on the bottom of the screen (highlighted).

Once in the Home Screen, the Settings menu is accessed by tapping the Settings button at the top right of the screen.

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2. Business Detail Settings

All of the details that will appear on your invoices and other documents are in the settings menu under the heading "Business Details". The options are:

  • Business Name and Registration

  • Country Settings

  • Business Bank Details

  • Business Address

  • Business Phone and Email

  • Logo Image

Select which details you need to update and you will be taken to the appropriate screen.

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Business Name and Registration

In this screen there are two text fields that can be updated:

  • Business name

  • Business number/VAT registration

Tap on the field you want to edit and make the changes required and then press the save button.

 

To cancel the changes before saving simply leave the screen using the back button at the top left of the screen.

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Country Settings

In this screen the country localisation settings of Pure Cash Tracker can be updated.

Changing country does not change how Pure Cash Tracker functions, it only changes localisation features, such as banking terms (for example "routing number" for banking, currency signs, and addresses).

To change the country, press the country button and select a new country from the list.

Once the change has been made press the save button.

To cancel the changes before saving simply leave the screen using the back button at the top left of the screen.

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Bank Account Details

In this screen the bank account details that appear on your invoices can be updated.

To make a change to a banking detail line, tap on the field and type in the changes.

Once the required changes have been made press the save button.

To cancel the changes before saving simply leave the screen using the back button at the top left of the screen.

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Business Address

In this screen the business address can be updated.

To make a change to an address line, tap on the field and type in the changes.

Once the required changes have been made press the save button.

To cancel the changes before saving simply leave the screen using the back button at the top left of the screen.

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Business Contact Details

In this screen the business email and phone number can be updated.

To make a change to the field and type in the changes.

Once the required changes have been made press the save button.

To cancel the changes before saving simply leave the screen using the back button at the top left of the screen.

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Logo Image

In this screen the business logo that appears on invoices can be updated.

To change the logo, tap the change logo button and Pure Cash Tracker will open the image library on your device for you to select a new logo.

To delete the existing logo without replacing it, press the delete logo button.

Once the required changes have been made press the save button.

To cancel the changes before saving simply leave the screen using the back button at the top left of the screen.