📝 Description
This article guides you through updating your company profile in IXL Core — including your business name, logo, contact details, and brand preferences. Keeping your company information accurate ensures invoices, reports, and client communications reflect your professional brand identity.
🎥 Prefer to watch instead?
Watch our step-by-step tutorial on the IXL Core YouTube Channel to learn how to set up and customize your company profile.
🚀 Overview
Your Company Profile is the foundation of your IXL Core workspace. It defines how your organization’s name, logo, and information appear across modules such as Invoices, Reports, HR, and CRM.
You can update your company profile at any time from the Settings section.
🔧 Step-by-Step Guide
Step 1: Access Company Profile Settings
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Log in to your IXL Core account: https://app.ixlcore.com.
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From the top navigation bar, click on Settings ⚙️.
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In the left menu, select Organization Settings → Company Profile.
Step 2: Update Basic Information
Fill in your key company details under the General Information tab:
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Company Name – Your legal or trading name.
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Registration Number – Optional but recommended for formal documentation.
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Contact Email and Phone Number – Displayed on invoices and reports.
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Physical Address – Used for correspondence and report headers.
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Website URL – Links clients to your company site.
💡 Tip: Ensure your company name matches what appears on your legal and banking documents for consistency.
Step 3: Upload Your Logo and Branding
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Under the Branding section, click Upload Logo.
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Select a clear, high-resolution image (preferably 300x300 px or higher).
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Optionally, choose a Theme Color or Accent Color for your system interface.
Your logo will appear on documents such as invoices, quotations, and payslips.
💡 Tip: Use a transparent PNG file for best visual results on white or colored backgrounds.
Step 4: Add Financial and Tax Details (Optional)
If applicable, fill in:
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VAT / Tax Number
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Bank Details (for invoice footers)
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Default Currency and Date Format
This ensures all your financial transactions are properly localized for your region.
Step 5: Save Changes
After entering your information, scroll down and click Save Changes.
You’ll see a confirmation message indicating your profile was successfully updated.
🧭 Why This Matters
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✅ Ensures all your documents look consistent and professional.
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✅ Keeps client-facing materials (invoices, quotes, receipts) accurate.
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✅ Helps your team access correct company details when communicating with customers.
💡 Tips for Best Results
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Review your profile quarterly or whenever your company details change.
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Update your branding colors to align with your website and marketing materials.
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Test an invoice or quotation to confirm your logo and details display correctly.
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Watch related video tutorials on our YouTube Channel for visual guidance.
⚠️ Common Issues & Solutions
| Issue | Possible Cause | Solution |
|---|---|---|
| Logo not displaying on invoices | Image file too large or unsupported format | Use a PNG or JPG file under 1MB |
| Save button not responding | Missing required fields | Double-check all mandatory fields are filled |
| Currency not updating | Browser caching issue | Refresh your page or clear your cache |