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Release 8.5
Release 8.5
  • Knowledge Base
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          • Overview (And Bunkers)
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        • Custom Port Calls: 'At Sea'
      • Port Costs
        • Find Port Costs
        • Maintain Port Costs
        • View Service Orders of Port Costs
      • Contracts of Affreightment
        • Find a CoA
        • Create a CoA
        • Maintain a CoA
        • Contract of Affreightment Lines
          • Find CoA Lines
          • Create CoA Lines
          • Maintain CoA Lines
            • Template Cargoes
              • Find Template Cargoes
              • Create Template Cargoes
              • Maintain Template Cargoes
      • Time Charter Contracts
        • Create Time Charter Contracts
        • Maintain Time Charter Contracts
          • Duration and Rates
            • Create Duration and Rates
          • Notices
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          • Payment Terms
          • View Speed & Consumption
          • View Voyages
        • Print Statement of Account
      • Broker Commissions
        • Create Commissions
        • Find Broker Commission
        • Maintain Broker Commission
      • Bunker Orders
        • Create Bunker Orders
          • Create from a port call
          • Create bunker order from scratch
        • Maintain Bunker Orders
        • Stem Bunker Orders
        • Register Delivery Against a Bunker Order
        • Cancel Bunker Order
        • Delete Bunker Order
      • Service Orders
        • Create a Service Order
        • Maintain Service Orders
        • Handling Cost Allocation
        • Delete Service Order
      • Laytime Calculations
        • Create Laytime Calculation
        • Find Laytime Calculation
        • Delete Laytime Calculation
        • Maintain Laytime Calculation
          • Status
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          • Manage Cargo Ports
            • Cargo Port Fields
            • Statement Of Facts
              • Event
            • Timesheet
      • Bills of Lading
        • Create Bills of Lading
        • Attachments
        • Edit Bills of Lading
        • Delete Bills of Lading
        • Print Bills of Lading
        • Print Sea Waybills
      • Downtimes
        • Create Downtime
        • Find Downtime
        • Maintain Downtime
          • Status
          • Overview
          • Various Cost/Revenue
          • Delete Downtime
      • Vessel Reports
        • Find Vessel Reports
        • Create Vessel Reports
      • Voyage Analysis Dashboard
        • Log In
        • Viewing and Managing Deviated Voyages
          • Viewing and Managing Deviated Voyages
          • Viewing Post Voyage Analysis Detail
          • No Freight Received
      • Invoices
        • Invoices List
        • Pending Invoices
        • Assembling Invoices
        • Invoice Drawer
        • Printing Invoices
        • Reversing an Invoice
      • Bunker Transactions
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          • Batch Post Accruals
          • Generate Accruals
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        • Bunker Stock Adjustments List
          • Batch Post Bunker Stock Adjustments
          • Bunker Stock Adjustment Drawer
        • Actuals list
        • Time Correction list
      • Status Transitions
      • Webhook Subscriptions
        • Create Webhook Subscription
        • Find Webhook Subscription
        • Maintain Webhook Subscription
          • Overview
          • Notification
      • Setup
        • Users
          • Create Users
            • Create a Vessel Master user
          • Maintain Users
            • Change User Passwords
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          • Disable Users
          • Multi-Factor Authentication (MFA)
            • Guardian Multi-Factor Authentication (MFA)
        • Security Roles
          • Find Security Roles
          • Create Security Role
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        • Security Groups
          • Security Group Aliases
          • Find Security Groups
          • Create Security Group
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        • System Settings
          • General
          • Invoicing Preferences
        • Data Control
        • Widgets
      • Master Data
        • Banks
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        • Bunker Types
        • Business Partners
          • Manage Business Partners
        • Companies
          • Manage Companies
        • Events
        • Ice Class
        • Individuals
        • Port
        • Restricted Areas
        • Taxes
        • Various Costs and Revenues
        • Vessel Types
        • Commodities
      • EU ETS Compliance
      • Fuel EU
      • Attachments
      • Audit Log
      • Comments
      • Notifications
      • Field Validations
      • Sorting and Filtering Lists
      • Customising List Columns
      • Export to Excel Sheet
      • Widgets
    • Oracle Database Compatibility
  • Fleet Allocation & Scheduling
    • FAS: Step-By-Step Guides
      • Capacity Plan
      • Fleet Plans
        • Open Positions Board
        • Scheduler Board
        • Cargo Management Board
          • Cargo Actions
        • FAS Voyages List
        • FAS Cargoes List
        • Voyage Actions
      • Scenarios
        • Find Scenario
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        • Copy Scenario
      • Budgets
        • Create Budget Scenario
        • Template Voyages
          • Create Template Voyages
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        • Budgeted Voyages
          • Find Budgeted Voyages
          • Bulk Updating Budgeted Voyages
    • Create Voyages (JVMS)
      • Create Commitment
      • Create Commitment from CoA
      • Create Commitment from Voyage Estimate
  • Dataloy Distance Table (DDT)
    • About Dataloy Distances
    • Routing and routing options
    • Custom Point using Latitude and Longitude
    • High-Risk Area (HRA) / Piracy Routing
    • Distances API
    • Distances Change Log
  • Dataloy Systems AS
    • Privacy Policy
    • GDPR Statement
    • Release Notes
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On this page
  • Creating a new Company
  • Edit Company Details
  • Overview tab
  • Bank Accounts tab
  • Invoicing Preferences tab
  • Set EU Tax Regulations
  • Deleting a Company

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  1. Voyage Management System
  2. VMS: Step-By-Step Guides
  3. Master Data
  4. Companies

Manage Companies

PreviousCompaniesNextEvents

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Creating a new Company

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.

Edit Company Details

To add or change details about a company, click on it in the Companies list. This will bring up the Company drawer.

Overview tab

From the overview tab, you can see all the important details of a company such as Name, Code, Company Registration Number, VAT Number, different currencies, Business Units and more:

The Default Signee field in the Main Details section will sign invoices by the company with the users signature, should it have one.

Bank Accounts tab

The tab contains a list of all the Bank Accounts belonging to the company. The usual list operations are available, with two minor changes:

Invoicing Preferences tab

The preferences that are present in this tab are only affecting the old invoice template. If you are looking for the preferences which apply to the new invoice template please see the Invoicing Preferences page. The only exception is the preference for wether the company name should be displayed under the logo, which affect both invoice templates.

The invoice preferences tab has an overview of all toggleable options for printing any invoice issues by the company. Any combination of options can be enabled, or disabled, and then reflected on the print out. The tab is divided into Logo, Header, and Body sections, with their respective toggleable options.

Company Logo:

If the company has a Company Logo uploaded to the system, it will show up to the right section of the Header section, below the "Header" title, otherwise show as "empty".

To upload or replace a Company Logo, click on the "Upload Logo" button to open up the dialogue box.

A Company only has one logo. Uploading a new logo to a Company with an already existing logo, will replace the old logo.

Overview of toggleable invoice options

Option name
Description

Show Company Name Under Logo *

Displays the issuing company's name underneath the logo in the header.

Show Company Address In Header

Displays the issuing company's address in the top of the invoice, instead of the bottom.

Show External Document No

Shows the data entered in the "External Document No" on the document above the payment details in the invoice.

Show IMO On Invoice

Displays the vessels IMO number next to it's name.

Show Business Partner VAT Number

Shows the charterers VAT number underneath the payment details.

Show Issuing Company VAT Number

Shows the issuing company's VAT number underneath the payment details.

Options marked with * have effect when using the new invoice template. For more details, see the Printing Invoices page.

Side-by-side examples of each setting

Set EU Tax Regulations

For companies registered in EU, you can now modify the Tax rules for Freight invoices. You can add the Tax rule in the Tax Description field, along with the other specifications, which can be done separately in the Taxes module. This Tax then has to be connected to a Company. What is specified in Description will reflect on the invoice, but based on our various set of rules. Scroll through the demo below to see an illustration of each Tax rule, along with how this line will look on the printout. For all scenarios, you firstly have to have the Issuing Company in EU, have a company on the Business Partner, and have at least one Freight invoice (click on the pictures for better view):

If the Business Partner's country and the Issuing Company's country are equal, and there exists a VAT with Rate 0% for that country, then this will be printed out:

Remember that this line is your specified Tax description, which should be linked to the Issuing Company's Vat Rate(s).

If the Business Partner's country and the Issuing Company's country are equal and there does NOT exist a VAT with Rate 0% for that country code, then this will be printed out:

Note that this line is predefined.

If the Business Partner's company is in the EU, but not in the same country as the Issuing Company and if additionally the Business Partners VAT Number has a value, then this will be printed out:

Note that this line is predefined.

If the Issuing Company is in the EU and you do not meet the criteria of Rule 1, Rule 2 and Rule 3, then this will be printed out:

Note that this line is predefined.

If you don't have the EU Tax Automation property set up (see the warning below), your invoice does not have any document line for the account Freight, or your issuing company is not in the EU (aka you don't meet any of the previous criteria), then the printout will look like before:

Note that this is the default setup.

The line(s) is placed below the Total Amount, and above Beneficiary Name.

A System Preference to toggle the EU Tax Automation can be found under the Invoicing Preferences tab in System settings.

Deleting a Company

Deleting a Company requires that the Company is both disabled, and has no link to any Voyage.

To add an already existing bank account, click on the icon in the top right of the list. This will bring up a dialog box to select the account from a list, showing the Bank Name, Account Number and Bank 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".

Create Company modal
Overview tab
Bank Account tab
Add Bank Account modal
Create Bank Account modal
Upload Logo modal
Top right
Top right
Top section
Top section
External Document No above the payment details
External Document No above the payment details
Company name follows position of logo
2 "Less X% broker commission"-lines have been summed up to one.
No summing of the commission lines
EU Tax Rule 1 example
EU Tax Rule 2 example
EU Tax Rule 3 example
EU Tax Rule 4 example
No Rule example
Attempting to delete a company linked to a voyage, will disable the Delete option