Topic inConfiguration & Settings
Business Portfolio
2 articles
Your Business Portfolio is the top-level record of your business in EasyBiz — the name, branding, and integrations that everything else hangs off. Setting it up is one of the first steps of onboarding.
Topics in Configuration & Settings
Introduction to Business Portfolio
The Business Portfolio is the foundational identity of your company within the system. It controls your legal branding on invoices, automates your tax calculations, and defines how your business appears on customer bank statements.
Read articleSetting up your Business Portfolio
Learn how to establish your business identity within the platform. This guide covers configuring essential legal details, setting up automatic sales tax calculations, defining financial rounding rules, and adding your brand elements.
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