Manage Companies
Last updated
Last updated
To create a new Company, click the icon in the top right on the Companies list. This will bring up the Create Company modal. Fill in company name and code, and click create.
To add or change details about a company, click on it in the Companies list. This will bring up the Company drawer.
From the overview tab, you can see all the important details of a company such as name, company registration number, VAT number, currencies, business units and more. If the company has a logo, it will also be displayed here.
The Default Signee field in the Main Details section will sign invoices by the company with the users signature, should it have one.
The invoice preferences section in the Overview tab has three toggleable options which impacts which details shows up on invoices from the company. Below is a comparison with each option toggled on and off.
If the company has a company logo uploaded to the system, it will show up in the Main Details section in the Overview tab.
A Company only has 1 logo. Uploading a new logo to a Company with an already existing logo, will replace the old logo.
The tab contains a list of all the bank accounts belonging to the company. The usual list operations are available, with two minor changes.
Deleting a Company requires that the Company is both disabled, and has no link to any Voyage.
To upload or replace a company logo, click the button in the top right of the Company drawer to bring up the menu. Then click on the "Change Logo" option. This will bring up the modal for uploading a logo.
To add an already existing bank account, click on the icon in the top right of the list. This will bring up a window to select the account from a list, showing the bank, account number and currency. Click Add to add the account to the Company.
To create a new bank account, click on the button in the top right of the list. This will bring up a modal to create a brand new bank account. Fill in the required details, and click Create to add it to the Company.
Click the button in the top right corner of the Company drawer to bring up the menu. Then click the "Disable" option to first disable the Company. Next, open the menu again, and click "Delete".
