User Guide and FAQ
Section: Setup your White Panel (Company)
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Setup your company information in White Panel is easy, simply go to "Utilities" in the top drop down menu, click on company setup, which will lead you to this screen.

  • * Indicate this is a required field
  • Place As much information as possible
  • Company name, is the name of your company and it is required.
  • Business Number is your Company Business Number.
  • Association Number is some additional association number (eg. LCBO #, TICO #, etc)
  • The Good and Service Tax number, applicable only for Canada Companies
  • Email address is very important for us to contact you with any changes or update for your White Panel, it is required and must be correct
  • Once done, simply click "Save" to store your information.
Important Note:
  1. If the information you provide in the setup screen is accurated, you may skip to the "User Setup" in this document
  2. Except for Business Name and Email, other information is optional and can be provided based on your need (for example, for invoicing editions, these information will be display in your customers' invoice.
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