To setup your company information, click on Setup(from the main menu) and then on the Company Setup. Following form will be displayed:
You can then enter and save all your company details. Do not forget to select the appropriate currency in the “Home currency” section. The currency traditionally selected is the currency of the country where your company is based. If the currency does not appear on the drop-down list, you can add it manually by the steps described in currency section of this knowledge base.
Also note that during the company setup, you will be required to select the current Fiscal Year for the reports, inputs and outputs of the application. You have to select the fiscal years from a drop-down list. Some fiscal years are by default entered in the accounting software , but your company may have different start and end dates for the fiscal years than what is by default in the application or the current fiscal year may not yet have been entered in the accounting software. See the section to setup the fiscal years relevant to your company.
Name: This is the name of the company and will be displayed on all reports
Address, Domicile, Phone number, Fax number: These are are address details and will be displayed on transaction documents (like quotations, sales/purchase order, delivery/receipt notes, invoices/bill, customer/supplier payments etc.)
Email address: This email address will be used for automatically sending the transactions documents.
BCC Address for all outgoing mails: This will be used as BCC email address for sending the transaction documents.
Official company number and GST No: This will be displayed as official tax and sales tax registration numbers on transaction documents.
Home currency: This will be used as the main currency of the accounting software, all transactions will be converted and displayed in this currency all across the ledgers.
Fiscal year: From this option fiscal year of the company can be changed or selected. This is normally used at the time of initiation of the software or at the year end. To add/edit the fiscal year please refer to the fiscal year section this knowledge base.
Company Logo: This option selects, uploads and deletes the company logo which will be displayed across all the transaction documents.
Use cost center: This will enable/disable the cost center module, 0 = disable cost center, 1 = use one level, 2 = use two levels of cost center. To check the details of this module please refer to cost center module section of this knowledge base
Search item list / Search customer list / Search supplier list: To enable the searching of items, customers and suppliers click on these check box. On default the items/customer/suppliers drop downs are not searchable, by enabling this option the drop downs will convert into searchable text boxes(on pressing of space bar key) and one can easily search from a large list of database. This option is recommended to be used if your list of customer, suppliers and inventory are large in number.
Time zone on reports: Enabling this option will be show timezone on all reports.
Login timeout: You can set the default login timeout from this text box, Login timeout is the time after which the software will log you out if no activity is performed. This option is set for the user security, and one can adjust it according to their need.