Acumin Documentation
Acumin Documentation
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Changing a Firm Name

QUESTION: How can I change the name of the firm within Acumin?


RESPONSE:

You can modify the firm name in Acumin. See below where the firm name appears can be modified.

  1. Firm Name appearing on your reports and Acumin interface: Modification in the Firm Properties.

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  1. Firm Name appearing on the invoice:

    1. Text in the footer or last page of invoice: Modification in System Setting.

    2. Text on the remittance slip: Modification in System Setting.

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  1. Firm Name appearing on the cheques: Modification in System Settings or Firm properties depending if it is the main firm (001) or not.

    1. System Settings:

image-20240117-151100.png


Firm properties:

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Firm Name appearing on cheque “In trust” as the payee for over-payment (if applicable): Modification in System Settings

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