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How to set up company details

Discover how to efficiently manage your company's information

In this article, we'll guide you through finding and configuring your company details in Factorial. We'll cover essential tasks like entering general information, customizing language and format settings, managing bank accounts, and implementing Single Sign-On (SSO) for easy access. 

 

Where to find company details

  1. On your sidebar, go to Settings 
  2. In General, click on Company details
basic details

 

Setting up company information

General information

In this section, you can provide essential details about your company, including the company name and the industry it operates in.

general info

 

Language and format

Customize language settings and format preferences for your company. Set the default language and choose date and number display formats for consistency and ease of use.

language and format

 

Bank accounts

Add multiple bank accounts to efficiently manage your company's payments. Link as many as you need for streamlining payment processes and effective financial management.

 

To add a bank account:

  1. Click on Add new bank account
  2. Fill in the fields
  3. Hit Add bank account
bank accounts

 

Single Sign On (SSO)

With Single Sign-On (SSO), your employees can access Factorial conveniently by using their existing authentication credentials from your identity provider. SSO enhances security and simplifies the login process.

Learn how to set up SSO

sso-1

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