Companies Use the procedures in this section to create companies and set up how they process and store financial transactions in WorkBook. Related Topics:Create a Company Depending on your role in WorkBook, you can add companies to the system in Resources. View or Update Company Information Depending on your role in WorkBook, you can update company information such as the company name, contact information, and address in Resources. Add Employees to Companies From the Main Resources Grid Depending on your role in WorkBook, you can add employees to companies from the main grid in Resources. Add Employees to Companies From the Employee Card Depending on your role in WorkBook, you can add employees to companies from the employee card. You can also add employees to companies from the main grid in Resources. Define Basic Company Settings Depending on your role in WorkBook, you can define the settings that a company uses to handle financial transactions in Resources. These settings include the holiday calendar and calculation method used, the WIP adjustment values, the client settings, and the time-entry rules. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. Define a Company's Job Settings Depending on your role in WorkBook, you can modify a company's job settings by adding custom codes in Resources. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. Define a Company's Invoice Settings Depending on your role in WorkBook, you can define the invoice settings that a company uses to handle financial transactions in Resources. These settings include whether to automatically close jobs upon final invoicing and whether to allow or disallow zero-amount invoices, the editing of hourly sales prices on invoice lines, and the editing of profit margins on purchases on invoice lines. They also include the invoice number and credit note number ranges, as well as the number ranges for correctional invoices/credit notes on retainers. You can also modify these settings by opening the company card in Settings > Company Settings > Basic Company Settings. Define a Company's Default New Job Dimension Settings Depending on your role in WorkBook, you can modify a company's default new job dimension settings in Resources. These settings include the profit center, agreed billing method, project type, and job status. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. Define a Company's Job Folder and Storage Provider Settings Depending on your role in WorkBook, you can modify the settings for a company's job folders and change its storage provider in Resources. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. Define Cross-Company Access for a Company and Its Employees Depending on your role in WorkBook, you can define job access at the company and employee levels in Resources. You can also modify the job access settings in Settings > Company Settings > Basic Company Settings for companies, and in Settings > Employee Settings > Employee Cross-Company Access for individual employees. Define a Company's Price Quote Settings Depending on your role in WorkBook, you can modify a company's price quote settings to indicate which values on the prices quote lines can be edited and to indicate the of use VAT and multiple resources. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. View a Company's Changelogs Depending on your role in WorkBook, you can view the changes made to company settings over certain periods by displaying the company's change logs in Resources. You can also view the changelogs in Settings > Company Settings > Basic Company Settings. Parent Topic: Procedures HomeWorkBook Online HelpResourcesProceduresCompanies
Companies Use the procedures in this section to create companies and set up how they process and store financial transactions in WorkBook. Related Topics:Create a Company Depending on your role in WorkBook, you can add companies to the system in Resources. View or Update Company Information Depending on your role in WorkBook, you can update company information such as the company name, contact information, and address in Resources. Add Employees to Companies From the Main Resources Grid Depending on your role in WorkBook, you can add employees to companies from the main grid in Resources. Add Employees to Companies From the Employee Card Depending on your role in WorkBook, you can add employees to companies from the employee card. You can also add employees to companies from the main grid in Resources. Define Basic Company Settings Depending on your role in WorkBook, you can define the settings that a company uses to handle financial transactions in Resources. These settings include the holiday calendar and calculation method used, the WIP adjustment values, the client settings, and the time-entry rules. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. Define a Company's Job Settings Depending on your role in WorkBook, you can modify a company's job settings by adding custom codes in Resources. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. Define a Company's Invoice Settings Depending on your role in WorkBook, you can define the invoice settings that a company uses to handle financial transactions in Resources. These settings include whether to automatically close jobs upon final invoicing and whether to allow or disallow zero-amount invoices, the editing of hourly sales prices on invoice lines, and the editing of profit margins on purchases on invoice lines. They also include the invoice number and credit note number ranges, as well as the number ranges for correctional invoices/credit notes on retainers. You can also modify these settings by opening the company card in Settings > Company Settings > Basic Company Settings. Define a Company's Default New Job Dimension Settings Depending on your role in WorkBook, you can modify a company's default new job dimension settings in Resources. These settings include the profit center, agreed billing method, project type, and job status. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. Define a Company's Job Folder and Storage Provider Settings Depending on your role in WorkBook, you can modify the settings for a company's job folders and change its storage provider in Resources. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. Define Cross-Company Access for a Company and Its Employees Depending on your role in WorkBook, you can define job access at the company and employee levels in Resources. You can also modify the job access settings in Settings > Company Settings > Basic Company Settings for companies, and in Settings > Employee Settings > Employee Cross-Company Access for individual employees. Define a Company's Price Quote Settings Depending on your role in WorkBook, you can modify a company's price quote settings to indicate which values on the prices quote lines can be edited and to indicate the of use VAT and multiple resources. You can also modify these settings in the company card in Settings > Company Settings > Basic Company Settings. View a Company's Changelogs Depending on your role in WorkBook, you can view the changes made to company settings over certain periods by displaying the company's change logs in Resources. You can also view the changelogs in Settings > Company Settings > Basic Company Settings. Parent Topic: Procedures HomeWorkBook Online HelpResourcesProceduresCompanies