NavigateERP for African business

Setting up your company

Your company name, KRA PIN, address and logo appear on every document.

Steps

  1. Go to Admin โ†’ Settings โ†’ Company.
  2. Enter the Trading name and Legal name, the address, phone and email, then click Save settings.
  3. Enter your KRA PIN under Settings โ†’ Taxes โ†’ Tax registration (PIN / TIN number) and click Save registration.
  4. Upload your logo under Branding (it prints on invoices, quotations and statements).

Good to know

  • The go-live checklist step ticks itself once your PIN and address are saved.
  • Branding (logo, colours and document style) is under Settings โ†’ Branding.
  • What each document shows - sections, fields, columns, page size - is designed in Settings โ†’ Document layouts.