Company

Manage your Companies

1. Add details of the different companies under your business umbrella and upload important documents related to each company using our ERP Software.

Add new Company data

1. Navigate to the 'Company ' tab in in our Business Software.

2. Click on the "Add " button to begin adding a new company in our Technology Solutions.

3. Fill in the required data fields that appear, including company name, registration details, address, and other pertinent information.

4. Once all details are entered, click the "Save " button to securely store the new company data in our Accounting Software.

In the Companies Tab, you can add details of different offices. Here's how you might structure the information:

1. Brand Name: The name or brand identifier of the company.
2. Full Name: The full legal name of the company.
3. Company ID: An identifier or code assigned to the company.
4. TimeZone: The time zone in which the company operates.
5. Currency: The currency used for transactions and financial reporting.
6. Office: The specific office or branch location.
7. Tax ID/GST ID*: The tax identification number or GST identification number associated with the company.

Edit the saved Company

1. Access the Edit Feature: Find and click on the 'Edit' icon next to the company data you wish to update, using our CRM Software.

2. Modify Company Details: Adjust or add to the company’s information as required.
3. Confirm and Save: After making changes, click the 'Save' button to ensure all updates are properly saved to the company profile.