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Amman, Jordan[email protected]+962 795 900 124
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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Your companies

What a company prints

Press a company's name in the Companies list to open it. It opens beside the list with three tabs. Details holds everything the company prints on its quotes, invoices, purchase orders and other documents. People shows who works in it. Books leads to its accounts.

Where

System › Setup › Companies, then the company's name

Who

Anyone allowed to see the accounting settings.

The head gives the company's name and whether it keeps its own books, with Edit and Archive. Under it, Flowrica noticed lists what is still missing for this company, for example that no tax is chosen for a new invoice line. Press Open on a line to go to that setting, or Set up this company to set them with her.

A company opened beside the list, on its Details tab

The company block

1
On Details, under Company block, fill in the Company name, Address, City, State or province, Postal code, Country, Phone, Email, Website and Tax number. A box you leave empty prints the system's value, shown in grey.
2
How the company block is laid out decides the order of the lines on your documents: one line per row. A line whose details are empty is left out, and the company name prints in bold. Leave it empty to use the system's layout.
3
E-invoicing regime chooses the country's electronic invoicing rules, for example Jordan.
4
Press Save.

A company that keeps its own books prints its own name and tax number. On an invoice or a credit note the tax number always prints when the company has one.

Pictures and the ship-to address

Under Pictures, give the company its Logo, Letterhead, Logo for dark backgrounds and Signature (printed on documents): press Choose a file, or Upload from your phone. Until you do, each one uses the system's picture.

Ship-to address for purchases is where your suppliers deliver. It prints on purchase orders.

Change the name, code or currency

Press Edit at the top of the company. You can change its Name, Level name, Code, Base currency (until its first posting) and Own chart of accounts.

The Edit form of a company

The system's own details

System › Setup › Settings › Your company holds the system's company block. A company that leaves a box empty prints this value instead. Change what you need and press Save changes.

Settings, Your company: the system's own company block

Who works in a company

The People tab lists who is Placed in this company. Under Place someone in this company, choose a person and press Add. A person placed in no company works in all of them.

To stop using a company, press Archive at the top of it. Its records are kept.