The Company profile view

Use this view to edit a company profile in Admin Center.

To access this view in Admin Center: Navigate to a partner or customer node and click Company profile.

Use this view to edit a company profile.

Name

The name of the partner or customer. This can be an entity or a person.

The Host name does not change if you change the name of a partner.

Type

The type of profile. The types that appear can vary depending on your role and which node you selected in the administration tree:

  • Subsidiary
  • Partner
  • Partner group
  • Customer
  • Customer group
Organization number

The organization number of the customer.

VAT number

The VAT number of the customer. You can increase interpretation rates of VAT registration fields by providing your organization's VAT number here. In many cases, VAT registration numbers for the buyer and the supplier appear in the invoice header, making it difficult to determine which value to capture. By providing your VAT registration number, ReadSoft Onlinecan exclude your VAT number from the list of possibilities when searching for the correct VAT number on the invoice.

Phone

The phone number of the customer.

Fax

The fax number of the customer.

Street address

The street address of the customer.

Post code

The postal code or ZIP code of the customer.

City

The city of the customer.

Country

The country of the customer.

Notes Use this space to save additional information about the organization.

External reference

External ID

Use this value to identify the organization in an external system, such as your target system.

Branding settings are only visible on partner accounts. Only Kofax personnel can edit branding settings.

Branding

Host name Specifies the address used to access ReadSoft Online. You must specify a unique sub-domain if you want to use custom branding.

Note: The host name does not change if you change the name of a partner.

Title Specifies the text that appears on the tab in the web browser.
Theme Determines the look of ReadSoft Online.
Language Determines which language to use for dates and currencies.
Interface language Specifies which language to use in the ReadSoft Online interface.