Update your company profile

The company profile contains important information about your company, including your company logo, contact information, and more. We pull most of the information in your profile from your online banking profile, but you can edit some of it in Key CashFlow.

Note: Updating your company profile in Key CashFlow won't update your online banking profile

Edit the Company Profile

  1. Select Settings
  2. Under Your Company, select Profile
  3. Select the Edit icon in the top, right corner of the screen
  4. Select the Edit button under Display Name
  5. Update the available fields
  6. Select Save

The fields you can edit in Key CashFlow are:

  • Industry (required)
  • Business type (required)
  • Purpose of Use (required, though some accounts will not see this option)
    • Only editable if Buisiness type is set to Individual
  • Number of Employees
  • Timezone

If you need to edit any other part of your company profile, edit your online banking profile, which will update your company profile in Key CashFlow.

Check the audit trail

You can review changes to your company profile and some settings in the audit trail of the company profile.

  1. Select Settings
  2. Select Profile under Your Company
  3. Hover over Details and select Audit trail for non-sync changes, or select Sync audit trail for sync changes

Audit trail details are displayed in columns:

  • When: The date stamp of when the change occurred
  • Who: The user or action that caused the change
  • Type: The kind of action
  • What: The item that was updated
  • Field: The actual field that was updated
  • Old value: What was listed before the update
  • New Value: What the value was updated to