Company Settings


View - Settings - Company


In the Company database you register all central information about the company. Names, addresses and other contact information will be retrieved by creating quotations and orders and reflects in reports that contain company information. Most of the fields will be pre-filled for the first-time startup wizard of the program or for the wizard for the creation of a new company database.

CEO: The name of the company's CEO. The field can be used when printing reports.

Country: You cannot change the country once the company database has been created.

Language: It is possible to select a different language from the default language associated with a country. Please note, however, that the program functionality is based on the country setting, as are VAT rates and rules, the Chart of Accounts, accounting settings, etc. If you would like that certain users will be able to use the program in their own language then this change can be made at user settings level.

Tip! Changes to a number of company settings automatically generate System-created Activities which contain information about who performed the change and when. Read more about System-created Activities.

Company Settings

The Company Settings tab is where you register information about the company's bank accounts, company registration number, VAT treatment, currency, VAT rates, number series and from where you can manage the default values of the Properties Register.

Financial Settings

Properties Register

VAT Codes

Number Series

 

Settings per Module

Under the Settings per Module tab you may enter default settings for the various modules in the program. The settings you make here will apply to all users of the company database.

Contact Management

E-Commerce

Sales and Invoicing

Activity

Accounting

Purchase

Product

Time Sheet Input

 

Note

In the Notes tab you may enter information about the company.


Read more about:

Settings

The Wizard for the Creation of a New Company Database

Installing the Program

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