fbpx Create New Company | Setup a new Accounting Entity | Automi Accounting

Create New Company | Setup a new Accounting Entity

Create New Company

At the Logon Screen, click the Databases Dropdown

new company

 

  • Click the New button
  • Enter the Company Name, Company Code and select the Decimal Point for Amount Fiels, Unit Price Fields, and Inventory Quantity Fields and select the Date Format
  • Click Save and Close

Log on to new company

When returned to the Logon Screen, for a new company the default log on User Name is admin, with no Password, click Log On to log on to the new company

log on

After loggin on for the first time, you can view the My Company Detail View, right click the Logo Picture and click Load

logo

 

Select the file you want to add as Logo and Letter Head, then click Open

load pictures

Click Save.

To add address to My Company, click the New button

new address

 

The first address created should be a Billing Address Type, enter the address details

address type

The second address created will be a Delivery Address Type, enter the address details and click Save and Close

 

Returned back to the My Company Detail View, click Save and Close

 

The letter head will be shown in printouts, the company details will be shown in, say, Purchase Invoice

result