Companies
How to add a new Company
To add a new company, you will need to proceed to Companies in the main menu on the left-hand side.
Click on companies you should then see a screen listing all the companies you have access to with an Add button near the top on the right.
Once clicking on the Add button you will be taken to the Company Setup screen. Please complete the required sections and then click on Save which is located at the bottom of the screen. Once you have saved the company details you will find the company listed on the Companies page.
How to edit a company
To edit a company proceed to the Companies page by clicking on Companies in the main Menu located on the left-hand side.
Once clicking on companies you should then see a screen listing all the companies you have access to. Next to each company, you will see an edit button on the right.
Click on the edit button for the company you want to edit. You will be taken to the Company Setup page where you can now edit the details. Once you have made the necessary changes, click on Save located at the bottom of the page.
How to add a new Company
To add a new company, you will need to proceed to Companies in the main menu on the left-hand side.
Click on companies you should then see a screen listing all the companies you have access to with an Add button near the top on the right.
Once clicking on the Add button you will be taken to the Company Setup screen. Please complete the required sections and then click on Save which is located at the bottom of the screen. Once you have saved the company details you will find the company listed on the Companies page.
How to edit a company
To edit a company proceed to the Companies page by clicking on Companies in the main Menu located on the left-hand side.
Once clicking on companies you should then see a screen listing all the companies you have access to. Next to each company, you will see an edit button on the right.
Click on the edit button for the company you want to edit. You will be taken to the Company Setup page where you can now edit the details. Once you have made the necessary changes, click on Save located at the bottom of the page.