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How do I enter my company details and add its logo?

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What you will do

You type your company name, contact details and official numbers, upload its logo, and then save once. These details appear in the header of every voucher and report you print. The logo also appears at the top of the sidebar and on the sign-in screen. The details and the logo are the first two steps in Finish setting up on the home page.

Before you start

  • No field is required. Type what you have now, and complete the rest later. But only the company name marks the details step as done.
  • The logo file is a PNG, JPG, WEBP or GIF image, 5 MB at most.
  • Logo dimensions: the shorter side of the image is at least 120 pixels. The longer side is no more than four times the shorter one. The suggested size is 1200 × 480 pixels. You don't need to shrink a large image, because the system shrinks it for you.
  • Your company has no logo? You can design a logo from inside the page, as described at the end of the steps. Or you can stay without a logo, and your company name appears written in its place.

Steps

First: company details

  1. Click Settings in the sidebar. The page opens on the Company profile tab.
  2. Type the Company name as you want it to appear on your documents.
  3. Type whatever you have of Address, Phone (WhatsApp), Email, Tax number and Commercial register. The email here is the company email that's printed on documents, not the email you use to sign in to the system.

Second: the logo

  1. Click the Logo & colors tab.
  2. Click Upload your logo in the Company logo card, and choose the image file. Or drag the file and drop it on the card. The image's name and dimensions then appear under Upload your logo, with the words "Unsaved preview".
  3. Review the logo in the Preview. You'll see it on a light background, and on a dark one. If the preview is collapsed, click Preview to open it.

Third: saving

  1. Click Save changes in the bar at the bottom of the page. This button saves what you changed in both tabs together, so you don't need to save each tab separately.

⚠️ The logo isn't saved the moment you choose it. It stays a preview until you click Save changes. If you go to another page before saving, what you typed and chose is lost.

From the home page

In Finish setting up, click Company Settings. If the steps are collapsed, click Show steps first. The same page opens on the Company profile tab. The Company logo — shown on reports and invoices step also opens the page on Company profile. So go from there to the Logo & colors tab.

If your company has no logo

Type the Company name first. The brand studio doesn't work without it, and its button shows the words Enter the company name first. Then open the Logo & colors tab, and click Open brand studio instead of step 5. The studio suggests designs with your company name. Choose a design, then confirm it with the button at the bottom of the studio. The design becomes an unsaved preview, like an uploaded logo. Then save as in step 7.

If you tick Also suggest these colors for the workspace in the studio, the system colors change along with the logo. After you save, the system asks you: Keep this look?. Click Keep changes. Or click Revert to bring the colors back to how they were. If you don't choose anything, the system keeps the changes automatically after 25 seconds.

What changes after you save

  • On the same page: the message "Settings saved successfully." appears, and All changes saved appears in the bar at the bottom of the page.
  • At the top of the sidebar: your logo appears right away. If you have no logo, the company name appears.
  • The home page: when you go back to it, you find in Finish setting up:
    • The Company Settings step done, if you saved the company name.
    • The Company logo — shown on reports and invoices step done, if you saved a logo.
  • Printed vouchers and PDF reports: your logo appears in their header. If you have no logo, the company name appears written in its place. The logo and the name don't appear together. Under the logo or the name, the address appears, then the phone and email, then the tax number and commercial register. Anything you left empty doesn't appear.
  • The quotation you export as a PDF file: it shows the company name, the phone and the logo together.
  • The sign-in screen: your logo appears. The company name appears under the word Workspace.
  • The loading screen: it shows your logo, depending on your settings in Logo & colors → Loading screen.

The settings page has an indicator called Essential profile details. This indicator counts the name, email and phone together, not the name alone. If one of them is missing, the Fill what's missing button appears. This button takes you to the first empty field.

What your customer sees

Your customer sees your company name at the top of two pages: the customer portal, and the quotation page whose link you send them. The logo doesn't appear on either of them. If you leave the company name empty, that spot stays empty.

To change or remove the logo

  • To change it: upload a new image from Upload your logo, then click Save changes. The new image replaces the old one.
  • To remove it: click Restore default in the header of the Company logo card, then No logo, then Use no logo, then Save changes. The company name is written in place of the logo again. And the logo step in Finish setting up goes back to not done.
  • To use the Bonyan logo: click Restore default, choose Original Bonyan logo, then click Use Bonyan logo, then Save changes.

Permission you need

You're the account owner, so you have every permission. If you want an employee to do this for you, give their level View Settings from the System Settings group.

⚠️ Despite its name, View Settings allows editing and saving. Whoever has it can change everything on the settings page, including Operations, such as voucher approval. There's no permission for viewing the page without editing it.

If you can't find the button or saving is refused

  • You don't see Settings in the sidebar, or "You don't have permission to access this page" appears: your account doesn't have the View Settings permission.
  • You can't find where the logo goes: it's on the Logo & colors tab, not on Company profile. On a phone, the tabs fold under one button at the top of the page, which carries the name of the open tab. Click it to choose another tab.
  • Save changes doesn't work: you haven't changed anything yet. Or the image is still being prepared, and "Preparing image…" appears. The button also doesn't work while the brand studio or the Restore default options are open.
  • Open brand studio doesn't work: type the Company name first.
  • "Image too small…": the shorter side of the image is less than 120 pixels. Choose a larger version of the logo.
  • "Logo proportions are off…": the image's height is more than four times its width, or the other way round. Crop the extra empty space around the logo.
  • "The image is … MB. The maximum is 5 MB…": choose a smaller image, or reduce its file size.
  • "The file is not a valid image": the file isn't one of the accepted types, or it's damaged.
  • "Could not save settings. Please try again.": your edits are still on the page. Click Save changes again.
  • "The logo was saved, but the remaining changes were not. Please retry.": the logo is saved. Click Save changes again to save the rest of your edits.

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