Companies management

How to find

Type companies into the search box

Copying an Existing Company

Enter the Companies page as specified above.  Select the company which needs to be copied (e.g. some company sample).

Click Copy button on the page ribbon.

Than specify the name in the New Company Name fied.

Creating new empty company

In the page ribbon click on New to create a new company.

Enter the name of the new company in the Name field and Display Name field respectively. Press OK.

Changing the Details of a Company

Enter the Companies page as specified above and select the company which needs to be renamed. In the page ribbon click on Edit List to open the Edit-Companies page. Amend the Name field accordingly. You may also change the Display Name field of the selected company. Note that the details of other listed companies can be changed as well.

Than you should go to Company Information and add all basic company data. You should fill in some general information about address, VAT registration, bank accounts, communication etc. Keep in mind that these are the data that will be displayed on all documents.

Deleting a Company

Enter the Companies page as specified above. Select the company which needs to be deleted. In the page ribbon click on Delete to remove the highlighted company. A confirmation will be displayed accordingly. Press Yes. Another confirmation message will be displayed. Press Yes.

Be careful! There is no UNDO button.

Adding an User Permissions

After the company is created, permissions for users with limited authority have to be added. Type Users into the search box a select the result. Find the user you want to add permissions to and click Edit in the Ribbon. Go to User Permissions Set afterwards. Add the new line by choosing Permissions Set level from the list. Eg. SUPER role has all permissions. Than choose Company  you want to add permissions for. We will deal with the Permissions types in another user manual.