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.
Main Menu > Setup > My Company
User-defined Fields can be added to My Company. This would mostly be used to store data that is used repeatedly in Output Templates. The User-defined Field values can be accessed using the data pipeline My_Company_UDF. For more about User Fields, click here.
If User-defined Fields are created for My Company, and additional tab will be available. See image below:
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:
If any changes are made to the form’s layout or to the Input Fields, you need to Restore Default Layout to make the changes visible.
Main Menu > Setup > My Company > Add
Main Menu > Setup > My Company > Double-click or right-click and select Edit on desired Staff member.
User-defined Fields can be added to Staff. For more about User Fields, click here.
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: