Account Settings Module

Home » Account Settings Module

Update Account Settings

Keep your account information up-to-date with our easy-to-use Settings module. Follow these simple steps to ensure that all your details are current:

Access Settings

1. Login to your account:

Start by signing into your account using your username and password.

2. Navigate to Settings:

On the left-hand navigation bar, click on the “Settings” option. This will open the Settings module where you can edit your account and system settings.

Editing Public Information:

1. Go to Account Setting:

Inside the Settings module, you will find different tabs. Click on the “Account Setting” tab to update your public information.

2. Update your information:

Full Name: Click on the edit icon next to your name to enter your correct full name.
Company Name: Update the company name by clicking on the edit icon next to the current name.
Mobile Number: To update your mobile number, click on the edit icon and enter the new number.
Email: To change your email address, click on the edit icon and type in the new email address you wish to use.
Additional Information: Fill out any additional fields such as phone number, website, and optional tax number (MWST Number) by clicking on the respective edit icons.

3. Save Changes:

Once you have updated your information, click on the “Save Changes” button at the bottom of the page to apply the updates.

Editing Address/Bank Information

1. Update Address Details:

Scroll down to the “Address/Bank Information” section.
Click the edit icon to enter your street address and house number.
Update your postcode and city in the respective fields.

2. Update Bank Details:

Update your bank details by providing your bank’s name and updating your IBAN.

Bank Name:

Enter your bank’s name by clicking the edit icon next to it.
Click the edit icon to update your IBAN.

Account No: If you need to update your bank account number, click on the edit icon to do so.

3. Change Password (if necessary):

Click on the “Change Password” button, type your old password, and then type your new password and enter your new password for confirmation. For security reasons, it’s a good practice to update your password regularly.

4. Save Your Bank Information:

After updating your address and bank details, remember to click on the “Save Changes” button to ensure all changes are recorded.

Additional Settings:

Explore other settings like System Settings, Templates, Follow-Up Settings, Mail Settings, and QR Settings by clicking on their respective tabs.
Customize your settings based on your preferences and business needs.

Support and Assistance:

If you need help at any point, do not hesitate to contact our support team by clicking on “Contact Supports” in the left-hand navigation bar.

Configure System Settings

Welcome to the System Settings guide for the Büro 365. This section helps you customize and automate important aspects of your business operations, from tax settings to invoice reminders. Follow these simple steps to optimize your system settings:

Step 1: Accessing System Settings

Log in to your BÜRO 365 account.
Navigate to the left-hand sidebar.
Click on “Settings” to expand the settings menu.
Select “System Setting” from the submenu to open the configuration panel.

Step 2: Configuring Tax Settings

Find the “Tax” section at the top of the settings.
Choose your tax configuration:

Inclusive Tax: Select this option if your prices include tax.
Exclusive Tax: Choose this if taxes are calculated in addition to the price.
No Tax: Use this if you do not need to apply the tax.
Add tax: To add a new tax, simply navigate to the designated section and click on the “Add New” button. This action will prompt a form where you can input the name of the tax and its corresponding rate. Once you have filled in these details, confirm your entries to successfully incorporate the new tax into the system by clicking on “Add Tax”.

Step 3: Setting Up Offer Reminders

Scroll to the “Offer Reminders” section.
Enter your reminder text in the “Reminder Text” box.
Set the “Offer Reminder Frequency” to determine how often reminders are sent (e.g., every 30 days).

Step 4: Managing Invoice Overdue Settings

Locate the “Invoice Overdue” section.
To automate overdue invoice marking, toggle the “Automatically Mark Invoice Overdue” switch.
Specify the number of days for the second and third warnings in the respective fields.

Step 5: Selecting Currency

Move to the “Currency” section at the bottom.
Choose your preferred currency from the dropdown menu (e.g., CHF for Swiss Franc).

Step 6: Saving Your Settings

After making all necessary changes, click the “Save Setting” button at the bottom right corner to apply your new configurations.

Accessing Templates Settings:

Log in to your Büro 365 account.
Navigate to the left-hand side panel.
Click on ‘Settings’ to open the ‘Template’ module.

Header Alignment

Current PDF Design Templates:

Here, you can preview the current layout of your PDF templates.

Adjust the positioning of your company logo on documents. Click on the desired alignment option (left or right) to select it. The preview will automatically update to show you how your logo will appear.

First Column

Company Name: Enter your company’s official name as you want it to appear on documents.
Email: Provide the email address for customer contact.
Phone Number: Enter the main contact number for your company.
Website: If applicable, type in your company’s website URL.
VAT Number: For businesses that require it, input your VAT registration number here.

Second Column

Address: Fill in your company’s physical address.
City/Country: Enter the city and country where your company is located.
Postcode: Provide the postal code for your company’s address.
Account Number: Enter your bank account number.

Third Column (Services)

Item:

List the services you offer. You can add multiple items by clicking the ‘+’ button. Each service can have a specific item number or code, a name, and an associated cost per item or service provided.

Fourth Column (Locations)

Item

Similar to services, list the locations where your services are available or where your business operates. Include details such as the location name, address, and phone number for location-specific contact.

Saving Your Settings

After filling in all necessary fields, review the information to ensure accuracy.
Click the ‘Save Settings’ button located at the bottom right corner of the module.

Accessing Follow-Up Settings:

Log in to your account and navigate to the dashboard.
On the left-hand sidebar, click on “Settings.”
Within the Settings menu, click on the “Follow Up Setting” tab.

Configuring Follow-Up Settings

1. Create Follow-Up on Lead Creation:

Toggle this option to ON if you want to automatically create a follow-up action when a new lead is created.

This ensures that no new potential customer goes without a check-in from your team.

2. Create Follow-Up on Offer Expiry:

Enable this feature to set up a reminder to follow up when an offer is about to expire.
It’s a great way to re-engage with customers who might have missed out on an offer.

Managing Follow-Up Reasons:

This section enables you to manage the reasons for follow-ups, which can enhance the efficiency and consistency of the follow-up process.

Below the toggle switches, you will find the “Follow-Up Reasons” section.
This is where you can manage the reasons for follow-ups. Having predefined reasons can help streamline the follow-up process and ensure consistency.

Adding Reasons:

Enter a reason in the “Add Reasons” text box.
Click on the “Add Reason” button to save the new reason to your list.
These reasons will be available to select when creating a follow-up task.

Deleting Reasons:

Each reason has an option to delete.
Click on the trash can icon to remove a reason from the list.

Once you have set up your preferences, click on the “Save Setting” button to apply the changes.

Accessing Mail Settings:

Log in to your account and navigate to the dashboard.
On the left-hand sidebar, click on “Settings.
Within the Settings menu, click on the “Mail Setting” tab.

System Mail Configuration:

System Default:

To use the pre-configured system email settings, simply click the ” use System Mail Configuration” button.

If you prefer to use your mail server settings, select the “Use Own Mail Configuration” option.

Save Your Configuration:

After selecting your desired configuration option, click on the “Save Setting” button to apply your changes.

Customizing Email Templates:

Click on the “Email template” tab next to “Email Configuration” to modify existing templates or create new ones.

Editing and Saving Templates:

If you want to modify a template, select a specific template and make the necessary edits within it. Ensure to save your current changes in the specific template by clicking on the save button.
Updating Contact and Color Settings

1. Modify Logo and Contact Details:

In the “Email Configuration” tab, you can upload a new logo and update the contact details that appear in the footer of your emails.

2. Change Colors:

Under “Color Settings”, you can customize the footer color by entering a hex code, as well as the text color for the footer for PDF.

3. Preview and Save:

Preview your changes to ensure they meet your branding requirements, then click “Save Setting” to apply the updates.

Access QR Settings:

Log in to your Büro 365 account.
Navigate to the ‘Settings’ option in the left-hand side menu.
Click on the ‘QR Settings’ tab at the top of the settings page.

Input QR Code Information:

In the new configuration section, enter the relevant information that the QR code should contain. This might include company information, URLs, or other data.
Ensure that all mandatory fields are filled out. These fields are typically marked as ‘required’.

Save Your QR Code Settings:

Once you are done with the configuration and have tested the QR code, click the “Save Setting” button to apply your changes.
Your QR code settings are now saved and should be active for use within the application or for your

Edit or Remove Settings:

If at any point you need to edit the QR code settings, return to the ‘QR Settings’ tab.
Select the QR code configuration you wish to edit, make the necessary changes, and save again.
To remove a QR code configuration, select the “Remove” option near the configuration you wish to delete and confirm the removal.

Additional Tips:

Always ensure that the QR codes are tested on various devices to ensure maximum compatibility.
Keep the QR code design simple for better readability.