Managing Company Details
Learn how to view and update your company information using the Onboarding Assistant – Company Details module in the TankhaPay Business Portal. In this video, we walk you through the complete process of managing your organization's essential business information to ensure smooth payroll processing, compliance, and communication. You'll learn how to: 1. Access the Company Details section from the Onboarding Assistant 2. View and update your registered mobile number using OTP verification3. Edit your registered email ID for business notifications 4. Review company profile details, registered address, and payout information5. Manage your billing address for invoices and compliance records6. Upload your company logo with the recommended image size and supported file formats 7. Ensure your logo appears on salary slips and other company documentsKeeping your company information up to date helps maintain accurate business records, seamless payroll operations, and statutory compliance. TankhaPay makes it easy to manage all your organization details from one centralized platform. Whether you're setting up your account for the first time or updating business information, this module ensures your organization stays configured for efficient workforce and payroll management. 

Overview Video
Step-by-Step Tutorial Guide 

 Step 1: Open Company Details 

 

 

 Log in to the TankhaPay Business Portal. 

 

 

 From the left-side navigation menu, click Business Settings . 

 

 

 Select Company Details . 

 

 

 The Company Details page opens, displaying your organization's registered information. 

 Step 2: Review Employer Information 

 At the top of the page, verify the following information: 

 

 

 Employer Name 

 

 

 Employer Type 

 

 

 Registered Mobile Number 

 

 

 Email Address 

 

 

 Review the existing information before making any changes. 

 Step 3: Update the Registered Mobile Number 

 

 

 Locate the Registered Mobile Number field. 

 

 

 Click the Edit icon beside the field. 

 

 

 Enter the updated mobile number. 

 

 

 Verify the number if prompted. 

 

 

 Save the changes. 

 

 

 Keeping the registered contact number updated ensures important notifications reach the correct person. 

 Step 4: Update the Company Email Address 

 

 

 Locate the Email field. 

 

 

 Click the Edit icon. 

 

 

 Enter the updated email address. 

 

 

 Save the changes. 

 

 

 The registered email is used for system notifications and official communication. 

 Step 5: Review the Registered Address 

 

 

 Scroll to the Registered Address section. 

 

 

 Verify the address details, including: 

 

 

 Building or Office Address 

 

 

 City 

 

 

 State 

 

 

 PIN Code 

 

 

 

 

 Ensure the registered address matches your official business records. 

 Step 6: Configure the Payout Date 

 

 

 Locate the Payout Date field. 

 

 

 Select the organization's salary payout date. 

 

 

 Example: 

 

 

 Last day of every month 

 

 

 1st of every month 

 

 

 Custom payroll date 

 

 

 This setting determines the scheduled salary disbursement cycle. 

 Step 7: Manage Billing Address 

 Scroll to the Billing Address section. 

 

 

 Review existing billing addresses. 

 

 

 To add a new billing address: 

 

 

 Click Add Billing Address . 

 

 

 Enter the complete address details. 

 

 

 

 

 To modify an existing address: 

 

 

 Click the Edit option. 

 

 

 Update the required information. 

 

 

 

 

 Save the changes. 

 

 

 Billing addresses are used for invoices and official business communication. 

 Step 8: Set the Default Billing Address 

 

 

 If multiple billing addresses are available, select the one to be used as the Default Billing Address . 

 

 

 Save your selection. 

 

 

 The default billing address will automatically appear on invoices and billing documents. 

 Step 9: Verify Company Information 

 Before saving, review all updated details, including: 

 

 

 Employer Name 

 

 

 Employer Type 

 

 

 Mobile Number 

 

 

 Email Address 

 

 

 Registered Address 

 

 

 Billing Address 

 

 

 Payout Date 

 

 

 Ensure all information is accurate and up to date. 

 Step 10: Save the Changes 

 

 

 Click the Save or Update button. 

 

 

 Wait for the confirmation message. 

 

 

 Your company details are now successfully updated. 

 Step 11: Review Updated Information 

 After saving: 

 

 

 Refresh or reopen the Company Details page. 

 

 

 Verify that all updated information is displayed correctly. 

 

 

 Confirm that the new details are reflected across the system. 

 

 

 This ensures the changes have been successfully applied. 

 Key Benefits of Managing Company Details 

 

 

 Centralized organization information 

 

 

 Accurate payroll and payout configuration 

 

 

 Updated business contact details 

 

 

 Proper invoice and billing management 

 

 

 Improved statutory and compliance accuracy 

 

 

 Better communication with employees and stakeholders 

 

 

 Consistent company records across the platform 

 

 

 End of Tutorial 

 You have successfully learned how to manage Company Details in the TankhaPay Business Portal. Keeping your organization's information up to date ensures smooth payroll processing, accurate compliance records, and seamless communication across the platform.