Recorded live walkthrough · 2:10 · English captions
Company Details, Localisation and Currency — Guided Video Walkthrough
Follow Company Details, Localisation and Currency in Proplix with genuine application footage, clear narration and checked English captions.
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Fictional training records. Feature availability depends on your plan, enabled modules, permissions and connected services. Private verification and provider authorisation are completed off screen.
Read the video transcript
Enter the company name you want to use throughout the workspace. The following step uses the saved business details.
Open Company Information and add the business name, address, country code, postcode and telephone number. These settings support the details used on business documents. The address and telephone number here are fictional training details.
Open Localization. Choose the date format, set the default timezone to Europe, London, and confirm the language. Save the settings. These choices make dates and scheduled activity easier for your team to interpret consistently.
Check the base currency before creating invoices. For this example, use GBP and the pound symbol. Add the currency if it is missing, then make it the base currency. Review individual customer currency settings where your business uses more than one currency.
Where to start
Workspace → Company Details, Localisation and Currency
Before you begin
Sign in to the correct company workspace with the required permissions. This walkthrough uses fictional training records. Complete passwords, verification and external provider authorisation privately.
Follow these steps
- Enter the company name you want to use throughout the workspace. The following step uses the saved business details.
- Open Company Information and add the business name, address, country code, postcode and telephone number. These settings support the details used on business documents. The address and telephone number here are fictional training details.
- Open Localization. Choose the date format, set the default timezone to Europe, London, and confirm the language. Save the settings. These choices make dates and scheduled activity easier for your team to interpret consistently.
- Check the base currency before creating invoices. For this example, use GBP and the pound symbol. Add the currency if it is missing, then make it the base currency. Review individual customer currency settings where your business uses more than one currency.
Check the result
Review the available controls and verify any saved result in the relevant record or activity history. Availability follows your plan, enabled modules and permissions.
If something does not look right
If an option is unavailable, check the company, permissions, module availability and provider connection status. Do not repeat a send, payment or approval action until you have checked its recorded outcome.
Useful next steps
- Your first steps with Proplix
- Plan staff access without per-user charges
- Choose an integration that solves a real task
Contact the Proplix team if you need help with your setup. Include the page or record reference and a description of the issue; leave passwords and private access tokens out of the message.