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This is the very important master data. It contains the information about suppliers, customers, partners, contractors, prospects, that is, all the legal entities the company deals with.
The Companies list
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Note. Before you import or enter master records for Companies, consider creating master records for Individuals, Item Price Types, Discount and Markup Types, Supplier Price Types, Currencies, Bank Accounts. However, you can create all the missing elements on the fly from the Company master record.
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To edit the existing company record, double-click the line with this company name.
Toolbar buttons
Click the Create button on the toolbar to add a master record for a new company. For details, refer to Adding a Company.
Click Create Group on the toolbar to create a group. The Companies (create folder) dialog box opens.
The Companies (create folder) dialog box
In the Folder field, select a group in which this group is a member. In the Description field provide a name for this group. Click Save and close to save the group and close the dialog box.
Available Links
On the forms, the only link is:
- Companies GL Accounts: Use this link to view or edit the list of default GL accounts that are used for all the companies available in the database. Also, you can create a new set of default accounts applicable to groups of companies or specific companies. For details, see Companies. GL Accounts
See also
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