Your firm information may update from time to time and in this article we will show you how to make those updates inside Paiday Hub.
If you are set up as a Firm Administrator then you will be able to access and manage your firms settings.
If you click your avatar in the top right of Paiday hub and don't see Firm as an option in the list, then you are not a firm administrator.
Start by clicking your avatar in the top right. This will either show an image that you've uploaded on your profile or your initials.
Choose “Firm” in the list from the overlay.
On the next screen that loads you will see tabs for details and subscription.
Updating the Details Tab
The details tab will show you information we've captured about your accounting firm.
For the Details tab you can update the following:
Firm Name
Legal Name
Contact Number
Address Line 1
Address Line 2
City
Province / Territory
Postal Code
Billing Email
If you make any updates to these, make sure you click the “Save Firm Details” button at the bottom.
Updating the Subscription Tab
The subscription tab allows you to manage how you pay your subscriptions for Paiday Hub and any clients that you're paying Paiday payroll for.
You will see the subscription status, current plan, billing information, and an option to update firm payment method. You can choose between:
Card - a credit card
Pre-authorized Debit
If you make any changes to your payment method, make sure to click Save.
If you want to cancel your subscription, please email us at [email protected].