Introduction

After completing the appropriate agreements with your System Provider, you can brand the system. This will be of interest primarily to those with many end-user client companies, such as: 

• Accountancy Practices
• Franchise Owners
• Suppliers (Vendors) of Specialist Niche Solutions
• Front Office Systems
• Business Outsource Providers or System Integrators 

See:

  How do I Set Up a New Company or Corporate Entity?‍ 

  Setting up and Administering Group and Entity Users‍ 

Embedding a system login on your website

Make a login available on the corporate website. Contact your local support representative for advice. We have generic templates that your developers can incorporate.
 

Setting System Logos and Banners

1. To brand the Client User Experience, prepare a Practice Banner, Practice Logo, and Powered by Logo (.jpg) and save them on your Desktop. The Practice Logo and Practice Banner can be the same. 
   
   
   
    
2. Log in and go to Practice Setup > Edit Practice Details.
   
   
    
3. Upload the three images in the following fields:
   • Logo File
   • Banner File
   • Powered By File
     
     
      
4. Complete the following:
   • Custom Login URL: This is the Login page of the corporate website. It is important to enter this correctly to ensure your client users will be redirected to this branded page when they log out.  In addition, new or existing users who create or reset their passwords via the password reset page will be redirected here. Contact your local support representative if you have any technical queries.
   • Theme: Select your company colour, blue or burgundy. This will change the colour scheme of the Practice Administration Layer, the main menus, and individual page banners. You will see the effects immediately. You can change the theme anytime.
5. Click Process. Refresh your browser to see the effect on your Practice Login Screen:
   
   

Setting Invoices and Statements Logo

1. Log into one of your Practice Clients.
2. Go to Setup> Company Details & Settings. 
   
   
   
    
3. In the Company Details tab, go to Upload Logo File field and browse to the relevant image. You or the client should do this immediately as it will appear on the Client’s Invoices, Statements, and other documentation.
   
   

Setting Support Contacts

On the Client’s main Menu screen, clicking the Support button displays a form that allows end users to send a support email to the helpdesk. Set the helpdesk emails in Setup > Edit Practice Details.
 

Creating a Branded URL

The first part of the URL is fixed, generic, and chosen by the organization hosting the system and cannot be changed. In this example, it is “https://hostacct.com”. If you want a branded URL, provide a system name and we will combine it with the generic address. For example, “hgacloudaccountingsystem” would create https://www.hostacct.com/hgacloudaccountingsystem.
 

Generic Hover Text and Getting Started Documentation

For associated fields and menu options, users can access generic:

• Hover text
• Getting Started documentation which they can open.  
• Menu option descriptions
   

All these scripts and advice notes are devoid of any references to the system authors, reinforcing your branded identity.