You can set and store the organisation's administrative details, Banking details, Staff details and their Cost Centres in My Company. This serves as a useful central repository of company information for you to refer to when needed, for details such as VAT number, etc.

Discover My Company

• My Company Setup
• Staff Setup

My Company Setup

Navigation

Main Menu > Setup > My Company

1. Company Name - Enter the Name of the Company/Organisation here.
2. Reg. No. - Here you can enter the Company's Registration number.
3. VAT No. - Enter the Company's VAT number here. This is useful for easy reference for those who need access to it.
4. Tel - Enter the Company's Telephone number here.
5. Fax - Enter the Company's Fax number here.
6. E-mail - Enter the E-mail address of the Company here.
7. Website - Enter the Website address of the Company here.
8. These four tabs allows you to enter the following information about the Company, see images below:

• Addresses - The Addresses tab allows you to enter the Delivery and Postal addresses of the Company.
• Banking - The Banking tab allows you to enter the Company's banking details.
• Directors - A list of Directors can be added here. This is used in the Output template.
• Images - Images can be added here. These are used in the Output Templates as letterheads, Report headers, and so on, and make maintaining and updating Company artwork easier.

9. Active - This check-box allows you to specify whether Staff is active or inactive.

10. Add - Click this button to add a new Staff member to the Staff data grid, (more about creating Staff members below).

11. Staff Data Grid - This data grid lists all the Staff members created on the current database. The fields in the data grid will automatically populate from the data entered in Staff Setups.

12. Menu - The Menu button provides the following additional functionality:

• Edit Job Descriptions - Once you've clicked Menu > Edit Job Descriptions the Job Descriptions window will appear in the side-panel (image below), allowing you to add or edit Job Descriptions. The Job Descriptions added here will be selected as the Position of the Staff members in Staff Setups.

• Save/ Restore Layout - This will save or restore the Layout.
• Restore Default Layout - This will Restore the Default Layout.

Staff Setup

Navigation

Main Menu > Setup > My Company > Add

Main Menu > Setup > My Company > Double-click or right-click and select Edit on desired Staff member.

1. Name - This field allows you to enter the Title, First name and Surname of the Staff member.
2. Code - This is a short, unique version of the Full Name, and is used throughout the application.
3. List as - This is the description that will be used to display the Staff member in the data grid.
4. Status - The Status of the Staff member can be set here and determines if they are Active or Inactive. Staff members need to be Active in order for a password to be created for them.
5. Contact - Here you are able to enter the Staff member's Mobile, Tel-Home/Work, Fax-Work, SMS and E-mail contact details.
6. Addresses - Enter the Staff member's Postal and Street addresses here.
7. Company - This allows you to specify the Position of the Staff member, the Cost Centre he/she's linked to and specify if the Staff member is a Sales Rep or Operator by checking the respective check-boxes.
   • Select the Rep check box if the Staff member fulfills a Sales role, or Operator if a Production role. This affects which look-up lists they will be available on in the application; Sales Reps can be selected as the Rep on Sales Tansactions or for Customers.
8. Payroll - Here you are able to specify the Staff member's ID Number, Birthday, Gender, Marital Status, Date Started, Probation Date as well as the Termination Date.
9. Image - Here you are able to load an Image of the Staff member. Simply right click in the image field and select Load, Paste or Assign form camera to add an image.
10. Note - This field allows you to add additional notes about the Staff member.

There are two Save buttons on the My Company interface. If you've made Company changes make sure to click the top-left Save button; and if you've made Staff changes make sure to click the top-right Save button.

It's good practice to ensure both Save buttons has been clicked or are greyed out before you leave the My Company interface. See image below: