Entity Details

Overview

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. 

Entity Name	The name of the entity. Used as the ‘From’ name in general communications that are sent out in the portal
Trading Name	An optional trading name for the entity, if this is different from the Entity Name
Enabled	A checkbox to indicate if the entity is active. Cannot be deselected for the default entity in a portal
ABN	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
Email Signature	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.