How to manage the Company Details?

How to manage the Company Details?

To customize the company details:

1. Click "Admin"


2. Click "Customisation"



The first tab is company details, and the first subtab is:

1) Company Information

You can customize:
  1. The name of the company
  2. The address
  3. The city
  4. Province / State
  5. Postal code
  6. Country



Click "Edit" to change the information and when you are done, click "Update"



 2) Company Settings

Here you can customize:
  1. Fiscal Year Starts
  2. Official Company Language
  3. Default Confidentiality Settings:



3) Organizational Attributes

Go here to customize:
  1. Business Unit
  2. Cost Centers
  3. Functions


To add a new one on any option, type the name and click "Add"



You can also edit and delete existing ones. To do that access the three dots on the right site and select what you want to do:



4) Approved Currencies

Here you can define what currencies the company will work with:



To add a new currency, click the button "+ Add Currency" and select the ones you want to add:



Then click "Add":



The currencies will be added to the list:



Now you can start using them in projects.
To delete a currency, click the trash bin on the right:



A message asking to confirm will be displayed:



Click yes and the currency will be removed from the list:



5) Exchange Rates

Manage your exchange rates here:



6) Archived Rates:



The next article will teach us about customizing Taxonomy

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