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Company

This guide walks through each screen in the Company menu of the Administration module: Companies, Organization Units, Locations, Branches, Departments, Cost Centers.

Companies

Where to find itAdministration → Company → Company → Companies

Companies in the Administration module.

How to use Companies

  1. 1
    Open Companies

    In the Administration module, open Company in the green navigation bar, then choose Companies under Company.

Full Companies guide →

Organization Units

Where to find itAdministration → Company → Company → Organization Units

Organization Units in the Administration module.

How to use Organization Units

  1. 1
    Open Organization Units

    In the Administration module, open Company in the green navigation bar, then choose Organization Units under Company.

  2. 2
    Use the available actions

    Buttons available on this screen: Administration, Load Defaults, Add Organizational Unit.

Full Organization Units guide →

Locations

Where to find itAdministration → Company → Company → Locations

Locations in the Administration module.

How to use Locations

  1. 1
    Open Locations

    In the Administration module, open Company in the green navigation bar, then choose Locations under Company.

  2. 2
    Use the available actions

    Buttons available on this screen: Administration, Add Location.

Full Locations guide →

Branches

Where to find itAdministration → Company → Company → Branches

Branches in the Administration module.

How to use Branches

  1. 1
    Open Branches

    In the Administration module, open Company in the green navigation bar, then choose Branches under Company.

  2. 2
    Use the available actions

    Buttons available on this screen: Administration, Add Branch.

Full Branches guide →

Departments

Where to find itAdministration → Company → Company → Departments

Departments in the Administration module.

How to use Departments

  1. 1
    Open Departments

    In the Administration module, open Company in the green navigation bar, then choose Departments under Company.

  2. 2
    Review the list

    The list shows these columns: DEPARTMENT, PARENT, FLAGS, STATUS, ACTIONS. Use the search box and filters at the top to narrow it, and click any row to open the record.

  3. 3
    Use the available actions

    Buttons available on this screen: Administration, Add Department.

Full Departments guide →

Cost Centers

Where to find itAdministration → Company → Company → Cost Centers

Cost Centers in the Administration module.

How to use Cost Centers

  1. 1
    Open Cost Centers

    In the Administration module, open Company in the green navigation bar, then choose Cost Centers under Company.

  2. 2
    Use the available actions

    Buttons available on this screen: Administration, Load Defaults, Add Cost Center.

Full Cost Centers guide →

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