# Manage Companies

## Creating a new Company

To create a new Company, click the ![](https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/svJesYfQyGtCXrhYlzgf/image.png) 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.

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/i1rTqWQPL1un3ROyFPZF/CreateCompanyModal.png" alt="" width="375"><figcaption><p>Create Company modal</p></figcaption></figure>



## 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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/Qywh9j6flTN6u5GbajS6/image.png" alt=""><figcaption><p>Overview tab</p></figcaption></figure>

{% hint style="info" %}
The Default Signee field in the Main Details section will sign invoices by the company with the users signature, should it have one.
{% endhint %}



### 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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/xDBWSZgmlGvXRw30OUx7/Screenshot%202024-04-17%20at%2016.50.34.png" alt=""><figcaption><p>Bank Account tab</p></figcaption></figure>

To _add an already existing_ bank account, click on the ![](https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/svJesYfQyGtCXrhYlzgf/image.png)  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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/sQtqOtRxuD6p9IVr0OOH/CompanyDrawerAddBankAccountModal.png" alt="" width="375"><figcaption><p>Add Bank Account modal</p></figcaption></figure>

To _create a new_ Bank Account, click on the <img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/QgZQs5Zi2Y4L3U4fFWB4/CreateButton.png" alt="" data-size="line"> 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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/IFaYpLTjwP1D3gAHKc8J/CompanyDrawerCreateBankAccountModal.png" alt="" width="375"><figcaption><p>Create Bank Account modal</p></figcaption></figure>



### Invoicing Preferences tab

{% hint style="warning" %}
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](../../setup/system-settings/invoicing-preferences "mention") page. **The only exception** is the preference for wether the company name should be displayed under the logo, which affect **both invoice templates.**
{% endhint %}

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 &#x73;_&#x65;ctions, 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".&#x20;

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

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/Gi4yVtsk47x1ErvI2WkJ/image.png" alt="" width="375"><figcaption><p>Upload Logo modal</p></figcaption></figure>

{% hint style="warning" %}
A Company only has **one** logo. Uploading a new logo to a Company with an already existing logo, will replace the old logo.
{% endhint %}

#### 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.                                         |

{% hint style="info" %}
Options marked with \* have effect when using the new invoice template. For more details, see the [Printing Invoices](../../finance/invoices/printing-invoices) page.
{% endhint %}

#### Side-by-side examples of each setting

{% tabs %}
{% tab title="Show Contact Person on Invoice" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/vcSEWnCUyUoZDye5wPWK/CompanyDrawerShowContactPersonEnabledInvoice.png" alt="" width="280"><figcaption><p>Top right</p></figcaption></figure>
{% endtab %}

{% tab title="Disabled" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/uHXIK3TaCnby2MSswvc8/CompanyDrawerShowContactPersonDisabledInvoice.png" alt="" width="280"><figcaption><p>Top right</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Show Company Address in Header" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/MCti9kkCxXIP3uoCYsMT/CompanyDrawerShowCompanyAddressEnabledInvoice.png" alt=""><figcaption><p>Top section</p></figcaption></figure>
{% endtab %}

{% tab title="Disabled" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/rM6wrMV2zQmpbLtZ0m4B/CompanyDrawerShowCompanyAdrDisabledInvoice.png" alt=""><figcaption><p>Top section</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Show External Document No" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/FVBo3jxMz3H7kahDBAzO/CompanyDrawerShowExtNoEnabledInvoice.png" alt="" width="375"><figcaption><p>External Document No above the payment details</p></figcaption></figure>
{% endtab %}

{% tab title="Disabled" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/h0MKQnYhglI0WsWbVPqm/CompanyDrawerShowExtNoDisabledInvoice.png" alt="" width="375"><figcaption><p>External Document No above the payment details</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Show Company Name Under Logo" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/l8jraCgoRe89A0aEZ3Ix/CompanyDrawerInvoicePrefNameUnderLogoEnabled.png" alt=""><figcaption><p>Company name follows position of logo</p></figcaption></figure>
{% endtab %}

{% tab title="Disabled" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/caMFScp8uH9DrfgZgsJy/CompanyDrawerInvoicePrefNameUnderLogoDis.png" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Show IMO On Invoice" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/8WBz0JzQ61uLt71meKvq/CompanyDrawerInvoicePrefShowIMOEnabled.png" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Disabled" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/7TpfhGmeTZcNMdmZbDlM/CompanyDrawerInvoicePrefShowIMODisabled.png" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Sum Commission On Hire Invoices" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/fuZzeEtI5PuwKk6sB5Pf/CompanyDrawerInvoicePrefSumComHireEn.png" alt=""><figcaption><p>2 "Less X% broker commission"-lines have been summed up to one.</p></figcaption></figure>
{% endtab %}

{% tab title="Disabled" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/vA2540e1M531Vp0jCkKH/CompanyDrawerInvoicePrefSumComHireDisabled.png" alt=""><figcaption><p>No summing of the commission lines</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Show Business Partner VAT Number" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/CBc6ntKjuSDOBhZKMBRZ/CompanyDrawerInvoicePrefShowBpVAT.png" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Disabled" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/ZvuA4bZyOYfTqXX1IRta/CompanyDrawerInvoicePrefPaymentDetailsNoOpt.png" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

{% tabs %}
{% tab title="Show Issuing Company VAT Number" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/fY5ROI7cwfUZgnfqsgn2/CompanyDrawerInvoicePrefShowIssuingCompVat.png" alt=""><figcaption></figcaption></figure>
{% endtab %}

{% tab title="Disabled" %}
<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/ZvuA4bZyOYfTqXX1IRta/CompanyDrawerInvoicePrefPaymentDetailsNoOpt.png" alt=""><figcaption></figcaption></figure>
{% endtab %}
{% endtabs %}

### 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](../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&#x20;**_**one**_**&#x20;Freight invoice** (click on the pictures for better view):

{% tabs %}
{% tab title="Rule 1" %}
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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/Gwvf6dyv7jI2ImhzikFg/Screenshot%202024-05-06%20at%2016.50.47.png" alt=""><figcaption><p>EU Tax Rule 1 example</p></figcaption></figure>

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

{% tab title="Rule 2" %}
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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/mvkLrR0ca8mPKWy1Qb1l/Screenshot%202024-05-07%20at%2010.20.48.png" alt=""><figcaption><p>EU Tax Rule 2 example</p></figcaption></figure>

Note that this line is predefined.&#x20;
{% endtab %}

{% tab title="Rule 3" %}
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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/yVFD9FPcWWh9fUnBaFyX/Screenshot%202024-05-07%20at%2010.24.49.png" alt=""><figcaption><p>EU Tax Rule 3 example</p></figcaption></figure>

Note that this line is predefined.&#x20;
{% endtab %}

{% tab title="Rule 4" %}
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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/0NsFdYRsMtZbHr2EyVJc/Screenshot%202024-05-07%20at%2010.27.48.png" alt=""><figcaption><p>EU Tax Rule 4 example</p></figcaption></figure>

Note that this line is predefined.&#x20;
{% endtab %}

{% tab title="No Rule" %}
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:

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/y9iJTXSbqAeMuswJSfEf/Screenshot%202024-05-06%20at%2017.04.30.png" alt=""><figcaption><p>No Rule example</p></figcaption></figure>

Note that this is the default setup.
{% endtab %}
{% endtabs %}

The line(s) is placed below the **Total Amount**, and above **Beneficiary Name**.&#x20;

{% hint style="warning" %}
A System Preference to **toggle** the EU Tax Automation can be found under the Invoicing Preferences tab in System settings.&#x20;
{% endhint %}



## Deleting a Company

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

Click the ![](https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/yDTBAT3moOeDqlbkmyAj/more_vert-24px.svg) 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".

<figure><img src="https://content.gitbook.com/content/yYbNukLL3zJksOADeOR7/blobs/Y9UDYgF4dCZLpqzd3gYc/CompanyDrawerSecondaryActionMenuDeleteHover.png" alt="" width="307"><figcaption><p>Attempting to delete a company linked to a voyage, will disable the Delete option</p></figcaption></figure>

