This command opens the companies list. The list can be opened in several ways:

click on the: icon located in the Basic data tab in the toolbar;

from the Basic data main menu, select Companies.

With the use of lists toolbar one may add, change or remove a company.

It is not possible to delete company when it is linked with any register (vehicle, driver, order, etc.). At first, all ties have to be deleted (deletion of vehicle, driver etc.).

 

 

click to expand/collapseAdditional elements of the list

Company add/edit window includes the following tabs

Depending on the installed modules and user permissions, window can be expanded with additional fields/tabs - refer to the online help for the corresponding module.
Fields with blue frames are mandatory.

 

General data

This tab allows you to specify general details:

 

 

 

 

Branches

 

In the lists, headquarters and all branches belonging to it are displayed.

 

 

Contacts

 

 

 

 

Accountancy

 

The tab displays a list of bank accounts of the company.

Using the lists toolbar you can add/edit or remove the selected account.

In the account add/edit window, one of the accounts can be set as the default, so it will automatically be proposed by the program in the appropriate fields.
For each of the accounts you can set a status: active/inactive.

In the fields in which you can select bank account, you will be able to filter the accounts based on the status (right-click in the bank account check box).

 

Settlement periods

To be able to manage settlement periods, you must first specify:

 

To add or remove settlement periods, use the ""list toolbar".