Organization settings

Update your organization’s settings, including the basic information displayed in Xero, and choose what information to display on online invoices.

Your user role determines if you can access organization settings.

Change your organization's basic information

  1. In the Settings menu, select General Settings.
  2. Click Organization Settings.
  3. Enter or edit the basic information and contact details.

Include organization information in online invoices and quotes

When you choose to include organization information in online invoices and quotes:

  • The information shows in the footer of online invoices and quotes.
  • Users in your organization can add the information to their public user profile.

To include organization information in online invoices and quotes:

  1. Under Include some of your information, select On.

    Image of the organiaation 'On' setting.

  2. Select the Include checkboxes of the fields you want to include.

    Image of the organiaation 'Include' checkboxes.

  3. Under Terms and Conditions, review the Xero Terms of Use and the Community Guidelines, then select the checkbox to agree to them.
  4. Click Save.

Basic information fields explained

FieldDescription
Display name

The name you'll see in Xero.

If you're setting up a bank feed, you should use this name when asked to provide the organization name for Xero.

Legal / Trading name (required)

The name that appears by default on:

  • Financial reports
  • Your outgoing invoices and quotes
  • Batch deposit summary
  • Invoices sent using Xero to Xero

Either name can be up to 225 characters in length. The display name is truncated if it doesn't fit on the dashboard or in the top navigation bar of every Xero screen. In reports, the organization name always shows in full, no matter how long it is.

Changing this name updates any new reports you save or publish. Older style published and draft reports retain the original legal/trading name.

If you're using electronic services (direct deposit, e-file and e-pay), changing the legal/trading name puts those services on hold. You'll need to reregister to resume them.
Logo

Your logo that shows with your profile in the Xero business directory.

The logo file size must be less than 1MB. If your file is too large, you can resize the logo using a graphics program. For best results, upload the largest logo you have, at least 140 pixels on its shortest side.

The logo also shows on PDF and online version of invoices, quotes and other documents using your standard branding theme. Clear the check box Use this logo in my invoices if you don't want your logo in your standard branding theme. You can also add your logo to transactions directly.

What is your line of business?

Enter a specific description of what your organization does. This field automatically suggests descriptions as you begin typing, based on what others have entered. If none of the suggestions apply to you, just enter your own unique description.

Organization type (required)

Your organization's legal structure. If none of the options match your organization's legal structure exactly, just select the closest one.

Business Registration Number

Enter your business registration number, or equivalent. In Singapore, enter the business's UEN number here. This feeds into the IAF audit file.
Export an IAF audit file (Singapore)

EIN

Enter your Employer Identification Number (EIN). This number is required in payroll in Xero to use direct deposit, or to file and pay federal tax forms electronically.

If you're using electronic services (direct deposit, e-file and e-pay), changing the EIN puts those services on hold. You'll need to reregister to resume them.
Organization description

This text shows in the footer of your online invoices and quotes, if you select to make it public.

Contact details fields explained

FieldDescription
Postal address

(Optional) Your postal address shows on invoices and quotes using a standard branding theme, whether you select it or not.

You can change your contact address details on transactions or remove registered office address from transactions.

If you leave the postal address blank, nothing displays in an invoice or quote footer.

Physical address

If you enter a physical address here, you can use DOCX templates to display it on invoices and quotes. If it's geocoded, you can display a map link to your premises in online invoices.

Add contact field

(Optional) Use this to add fields to your profile.