Client Company

By clicking on the “Add” Button, the user will be able to create new records, a pop-up window will show asking the following details:

Required Information:

• Company Code: Assign a unique code to identify the company within the system.

• Description: Provide a brief description of the company's nature or purpose.

• Default Cost Center: Select the default cost center to which the company's expenses will be allocated.

• Default Project: Choose the default project associated with the company's activities.

• Default GL Code: Specify the default GL code to be used for the company's financial transactions.

Additional Options:

• Auto-populate Child Option: Enable this option to automatically populate child entities or sub-accounts based on the company's structure.

• Active: Toggle whether the company is currently active or inactive within the system.

By completing these fields and selecting the appropriate options, you can effectively create a new company profile, ensuring proper financial tracking and project association from the outset.