🧾 Company Details

The Company Details page centralizes all organizational and accounting information about the account – who you are, how you appear in documents/invoices, how to contact you, and the activity status of your users during a selected period. This is the place to update details "once and correctly" – and the entire system will align accordingly.

🏁 How to Access

• On phone: ☰ at the top right → Company Details.
• On computer: Hover over the menu on the left → Company Details.

🧠 What's on the Page (General Structure)

1. Identity & Status Cards – system information: company name, license status, internal company ID, account creation date.
2. Billing & Tax Details – name to appear on invoices/receipts, business/tax number, billing address, email for receiving documents.
3. User & Scan Activity Summary – brief analytics for 7/14/30 days + detail table per user.

🔐 Editing is available to system administrators only. Regular users will see the information but cannot change it.

🪪 Identity & Status Cards

In the top bar you'll see:

• Company Name – how you appear in official places in the system.
• License Status – whether the account is currently active.
• Company ID – OpticCount's internal identifier (useful when contacting support).
• Created On Date – when the account was set up.

💡 Tip: When contacting support – mention the company name and company ID; this speeds up handling.

🧾 Billing & Tax Details (with ✏️ to Edit)

Here you set how your documents will look and where they are sent:

• Billing Name (Invoices/Receipts): e.g. the official corporate name. Recommended to align with accounting – this is the text that will appear on documents.
• Business/Tax Number: The identifying number for tax purposes. Enter in the exact format you use for reporting.
• Business/Billing Address: Appears on documents.
• Email for Receiving Documents: Receipts/invoices and billing notifications are sent here.

ℹ️ Updating fields affects documents going forward. Documents already issued remain as they were issued.

💡 Tip: Set a distribution address here (e.g. billing@… that routes to multiple recipients). This prevents misses during busy periods.

📊 User & Scan Activity Summary

An analytics block that gives a snapshot of system usage:

Period Selection

Quick selection buttons: 7 days, 14 days, 30 days.

Metric Cards

• Average scans per day – how many scans are performed per day on average in the selected period.
• Active users – how many employees were active in the period out of all users.
• Total scans in period – total scans performed.

User Detail Table

Typical columns:

• Username | Phone | Permission
• Total Scans – how many scans the user made in the period.
• Active Days – how many different days they were active (even a day with one scan counts as active).
• Average per Day – total scans / active days.
• Last Scan – date of last action.

Why Does This Matter?

• Identify who works and when – easy to spot who needs reinforcement/training.
• Examine workloads – understand where to add staff.
• Track system adoption – see if a new rollout "took".

Example: If user A has many "active days" but a low "average per day", they may be doing many spot checks. User B has few days but a high "average per day" – they probably count intensively in long sessions. Plan staffing accordingly.

🧩 Connection to Other Pages

• License & Purchases Management: The license status here is the authoritative source for account state.
• User Management: The user list and permissions there directly affect who "counts as active" in the report here.
• My Integrations: Updated billing details and emails help integration processes that automatically produce documents.

✅ When to Use / When Not To

Recommended when you need to:

• Set up a new account (onboarding) – configure tax, address, and billing email.
• Before a quarter/organizational count – check activity and adoption.
• Cross-check billing data/documents – verify name and identifying number are correct.

Less relevant:

• For historical changes to documents already issued (name/number will only change for new documents).

⚠️ Mistakes to Avoid

• Billing name different from the official name – may cause inconsistency with accounting/banks.
• Leaving the business/tax number empty or outdated – creates unnecessary corrections with the accountant.

💡 Small Tips That Add Peace of Mind

• Assign one responsible role for this page (accounting manager/operations manager).
• After changing billing details – perform a document test (generate a sample receipt/invoice) to verify display.
• Use the "active users" metric to coordinate targeted training for those who are less active in practice.

Summary

Company Details is your organizational and accounting control center in OpticCount: company and license identifiers, tax/billing details that carry over to documents, and some useful insights on field activity. Keep the data here accurate – and the whole system will work smoothly for you, without "surprises" at the critical moment.