Skip to content

  • SIGN-IN
  • FREE TRIAL

Tag: account details

How to set-up company management record

March 31, 2020 SystemSIA How to set-up company management, V. Maintenance

Saving your company details is important for your business transactions and various print-outs. So it’s better to update and keep a record of your company information.

1. On the Maintenance tab, select Company Management.

2. Click on your Company Info and edit your company details. Make sure to provide all the important details.

3. Add your company logo by dropping the file on the image.

4. Click Save when done.

Other company settings:

  • Click on the yellow button for DOCUMENT SERIES- this is where you can decide what number or letter series should be made every transaction.
  • Click on the green button for JOURNAL ENTRY setting- this is where you match every transaction with the system, to automatically show journal entries in each transaction.
  • Click on the blue button for PRINT setting- this is where you can find all your print format.


Was this article helpful ?

[yasr_visitor_votes null size=”–“]

Have more questions ? Submit a request

Categories

  • Getting Started
    • I. Getting started with Purchase Order
    • II. Getting started with Inventory
    • III. Getting started with Sales Order
    • IV.Getting started with Customer
  • User Guide
    • I. Purchasing
      • How to approve purchase requisition
      • How to receive item with serialization
      • Orders to purchase
      • Receive delivered items
      • Request items to purchase
    • II. Warehouse
      • Adjust stock quantity
      • Create a record of Returned Item from your customer
      • Create a record of Returned Item to your supplier
    • III. Sales
      • Create a Sales Order
      • Create Delivery Receipt
      • How to create a Tracking record
    • IV. Finance
      • Add a record in Collection
      • Create a Billing Order
      • Create an Invoice
    • V. Maintenance
      • How to back-up your data
      • How to edit System Access Availability
      • How to set-up assigning/borrowing record
      • How to set-up company management
      • How to setup a bank record
      • How to setup a customer record
      • How to setup a payee record
      • How to setup a product record
      • How to setup a product unit
      • How to setup a special discount
      • How to setup a vendor record
      • How to setup a warehouse record
      • How to setup an approver record
      • How to setup system access control
      • How to setup system users
      • How to setup terms

Recent Posts

  • How to pay your payables/bills
  • How to add record of your payables/bills
  • How to deposit a collection
  • How to issue stocks
WordPress Theme: Poseidon by ThemeZee.