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.
- Click on Save.
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:
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Button, Function or
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Tab
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Use
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Description
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Can log in
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Informative
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n/a
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Cannot log in
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Click to display the People &
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Logins page on which you can
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Manage logins
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Opens the People & Logins
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change login details for your
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page.
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company (see:
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People & Logins See page 215 for a
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description).
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Can login - Informative.
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
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Projects
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- the projects in which your
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- company has been involved.
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Jobs
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- Jobs - Click on this link to open
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- the [Jobs main page.
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- Email Address - Informative. Click on the email address
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Email address
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Informative
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- to send a message to
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- your company.
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View/hide agenda - Click on this icon to show/
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View/hide agenda
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- agenda (see:
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- The Calendar (Agenda) panel
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Locate company on a world map. Click on this icon to open
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Locate company on a world
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- a window with a map showing
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map.
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- you the geographical location of
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company.
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- the company.