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:
Button, Function or |
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Description |
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Informative |
n/a |
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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 |
Opens the People & Logins |
change login details for your |
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page. |
company (see: |
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description). |
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Click on this link to see all the |
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Projects |
n/a |
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projects in which your company |
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has been involved. |
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Jobs |
n/a |
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Click on this link to open the |
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[ Jobs main page. See page 15 |
page157]2 |
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Click on the email address to |
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Email address |
Informative |
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send a message to your |
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company. |
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Click on this icon to show/hide |
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View/hide agenda |
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the company's agenda |
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(see: |
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The Calendar (Agenda) panel See page 51) |
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Click on this icon to open a |
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Locate company on a world |
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window with a map showing you |
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map. |
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the geographical location of the |
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company. |
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