In this quick Skill, you will learn how to customise your company and a branch settings in Alto. You will also learn about a number of the different fields in the company and branch settings that should be populated to help you get the most out of Alto. When you see pins like this one, be sure to hover over them to learn more.
Next
Navigation
Step 1
Step 2
Step 1
1 of 3
Accurate company and branch settings are vital to the successful running of your business. They are the first thing you should set up when starting out with Alto. Click through the steps here to get started.
Step 1
Step 2
Select the cog, Then Templates and Admin
Select the cog, Then Templates and Admin
Select System Administration, Then Companies or Branches
Companies
Branches
Navigation
2 of 3
Companies...
CLICK HERE
Branches...
CLICK HERE
Find the company, then click Edit
Find the branch, then click Edit
Go to Companies
Go to Branches
Company Settings
3 of 3
Choose another process
Branch Settings
3 of 3
The branch settings are all contained in one long page. Click through these steps to scroll down the page and see an overview of some of the more important settings.
Choose another process
You're done!
You've completed the Company and Branch Settings skill. Head back to your learn page to choose your next skill.
Company and Branch Settings
Alto Software Group - CEST
Created on October 1, 2025
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Transcript
Company and Branch Settings
In this quick Skill, you will learn how to customise your company and a branch settings in Alto. You will also learn about a number of the different fields in the company and branch settings that should be populated to help you get the most out of Alto. When you see pins like this one, be sure to hover over them to learn more.
Next
Navigation
Step 1
Step 2
Step 1
1 of 3
Accurate company and branch settings are vital to the successful running of your business. They are the first thing you should set up when starting out with Alto. Click through the steps here to get started.
Step 1
Step 2
Select the cog, Then Templates and Admin
Select the cog, Then Templates and Admin
Select System Administration, Then Companies or Branches
Companies
Branches
Navigation
2 of 3
Companies...
CLICK HERE
Branches...
CLICK HERE
Find the company, then click Edit
Find the branch, then click Edit
Go to Companies
Go to Branches
Company Settings
3 of 3
Choose another process
Branch Settings
3 of 3
The branch settings are all contained in one long page. Click through these steps to scroll down the page and see an overview of some of the more important settings.
Choose another process
You're done!
You've completed the Company and Branch Settings skill. Head back to your learn page to choose your next skill.
Restart