Create a New Company (v8.xx)

Geniusproject is a multi-site, multi-company solution. Companies can be created to represent an organization’s different locations and the resources that are from there. Customer companies can be added to the "Customer" field in the Project description document at project creation.

To create a company:

Navigate to the [Resources] module.
Select "Companies" from the contextual navigation menu on the left.

Click on the [Create] menu and select "Company".

Complete the form.

Header	Company name	The name of the company.
	Location	The company location. This can then be used as a location for Public holidays, Resource documents, as well as in the Rates setup.
	Relationship type	Reserved for future
General	Address	Address Complement Zip code City State/ Province Country Code
	Contact	Details for the primary point of contact at the location or customer
	Rates Management	Defines how rates will be set for this company; by resource type or by cost center. Rates are then setup in the "Rates" setup document OR by project
Destinatio ns	Destinations	Determines which databases the company will be available in
Billing	Customer code	The customer’s unique code. Free text mandatory field
	Invoice language	The language the invoices for the customer will be produced. Reserved for future
	Payment mode	Defines how the customer will pay their invoices. Single selection field with the following options: Bank wire transfer Cash Cheque
	Payment term	Payment terms i.e. 30 days
	Payment address	The address where the payment must be sent. Use the drop down arrow to select an company from the list
	Bank references	The bank reference for payments
	VAT identification	The identification for the value-added tax

	Tab label 1	The label for the first VAT tax.
	Tax 1	The first VAT tax amount. Enter "0.075" for 7.5% tax.
	Tab label 2	The label for the second VAT tax.
	Tax 2	The second VAT tax amount. Enter "0.075" for a 7.5% tax
	Billing Address	The icon in the table header allows for retrieval of the current company's address.
	Billing contact	Issuance location - The city from where the invoice is issued. Appear in front of the date in the invoice. Company - The company which the invoices must be sent to. Address - The address where he invoices must be sent to. Compliment Zip code City State-province Country -code