If your organization is at the initial stage of onboarding, you will need to add the bank details, registration details, company logo, etc. on the portal. Such requirements might also occur when these details undergo any changes. This document demonstrates how to add or edit such details on the Keka portal.

How to add company registration details

Go to the Org (1) menu. Click on Org Structure (2) and then on Legal Entities (3).

Now, click on Registration information (4). Click on the 3 dots (5) and choose Edit.

On the overlay window that pops up, you can add/update your company logo, registration particulars (6), etc.

After the edits, click Update (7).

Note: Adding the organization's legal entity name, address, CIN, type of business etc. are inevitable for generating the statutory form.

How to add bank details

Navigate to Legal Entities (3) and then choose Bank Details (4). Now, click on Add Bank Details (5). 

On the Add Bank account overlay window, select your bank from the Bank Name (6) drop-down. Enter the Account Number, IFS Code, and Branch (6). 

Corporate ID, User ID, and Alias ID are optional.

After adding the particulars, click Save (7).

In case of more queries, check out our FAQ articles or contact our product experts. 

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