Create a New Company (v8.xx)

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

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