Breadcrumbs

Summary

To fill your company's profile, follow these steps:

  • Click on the arrow at the right of My Company on the menu bar and click on Summary. You can also open this page by clicking directly on My Company.

  • Click on Edit.

  • Fill in all the fields.

  • Select a default price list (if you have one) and a VAT percentage.

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  • Click on Save.

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The VAT rate is used when no rate is known for a client or a supplier. Clients' and suppliers' VAT rates prevail over this value. If this rate is zero and so is a client's or supplier's VAT, the invoice does not calculate VAT.

You also have the following buttons and tabs available on this page:

  • image2015-11-20 17:2:27.png  Can login - Informative.

  • image2015-11-20 17:3:36.png  Cannot Login - Informative.

  • Manage Logins - Opens the People & Logins page.  Click to display the People & Logins page on which you can change login details for your company (see: People & Logins for a description).

  • Projects - Click on this link to see all the projects in which your company has been involved.

  • Jobs - Click on this link to open the [Jobs main page.]

  • Email Address - Informative. Click on the email address to send a message to your company.

  • worddav39e2c05010584c411d6b5a8e1c647ee2.png  View/hide agenda - Click on this icon to show/hide the company's agenda (see:The Calendar (Agenda) panel).

  • worddavbf686cc230279756c89af203176f8c5a.png  Locate company on a world map. Click on this icon to open a window with a map showing you the geographical location of the company.