The Entity Details tab stores general information that is specific to the entity. Entity Details can be updated at any time by going to Config > Company Management > select the entity > Entity Details.
Once an Entity is enabled, it can not be deleted, you can only disable it. You can not disable or change the default Entity.
|The name of the entity. Used as the ‘From’ name in general communications that are sent out in the portal
|An optional trading name for the entity, if this is different from the Entity Name
|A checkbox to indicate if the entity is active. Cannot be deselected for the default entity in a portal
|In Australian portals, the ABN for the entity
|Registered for Branching
|In Australian portals, if you are registered for GST branching, tick this box to be able to set branch numbers for your entities.
|Payroll Team Email
|The primary contact email for payroll
|Payroll Team Phone
|The primary contact phone number for payroll
|Email "From" Address
The email address that email has been sent from, used when system and scheduled notifications are sent from your portal
|Email "Reply-To" Address
|The default email address listed as the ‘reply-to’ address when emails are sent from the system. Used for general communications and will also apply if specific invoicing and payroll email addresses have not been entered
|A free text field to configure the signature that will appear at the bottom of some payroll system notifications
|Timesheet Start Date
|The first date that timesheets will be available for this Entity
If you need to change entities in Astute, you will need to consider a few things to determine what your next steps are. Please see our article on changing entities in Astute for further information.