VoyjHelp Centre

Companies

Updated 8 September 2026

Find the Companies tab

  1. Open Contacts from the sidebar.
  2. Click the Companies tab. The list shows each company with the number of contacts linked to it.
Companies list showing AU companies with contact counts, ABN fields and status.
The Companies tab on the Contacts page. ABN, address and status show on each row.

Add a company

  1. Click + Add company.
  2. Fill in the basics. Trading name, ABN/ACN (in company number), address and a primary contact.
  3. Choose whether coaches can see the company. The Visible to coaches toggle controls whether non-admin coaches see the company record. It is on by default for admin-created companies.
  4. Save. The new company appears in the list.

Link a contact to a company

  1. Open the contact. Use the contacts list to find the person.
  2. Click Edit and pick the company from the Company dropdown.
  3. If the link should be primary (their main employer), tick Primary.
  4. Save. The contact now appears in the Contacts tab of the company's detail page.

Field reference

Company name *
The registered legal name, for example ACME Coaching Pty Ltd. Used on invoices and contracts.
Trading name
The name the company uses day-to-day if different from the legal name. Shown on quotes and in the sidebar.
Company number
ABN for an Australian company, ACN if it is a registered Australian company, or an equivalent overseas identifier. Eleven digits for an ABN, nine for an ACN.
Status
Active (default), Inactive, Pending or Archived. Inactive companies stay in the system but are hidden from dropdowns.
Default payment term
Net 7, Net 14, Net 30 or Due on receipt. Used when an invoice is created against this company unless overridden.
Visible to coaches
Off by default for supervisor-created companies. Admins can toggle this to make the company record visible to all coaches.
Tags
Free-form labels. Examples: SME, ASX-listed, Not-for-profit.

Company detail tabs

Every tab on the company detail page has its own dedicated page in this guide, with the screenshot and a field reference where the tab includes forms.