Learn More About...
These help topics provide information about key concepts and components to help you use the Firms hub.
Related Topics:
-
Firm Hierarchy Overview
Use the Firm Hierarchy feature to allow users to create a hierarchy of records in the hubs for displaying parent and subsidiary relationships between multiple firms. - Security Settings for
Firms
Your system administrator uses Security to specify the types of firms you can access. - Firm Classifications
DPS uses the Firms hub to manage all external companies and organizations that you work with. - Vendor Types and Liability Codes
As part of Accounting, you can define vendor types and liability codes to simplify the entry of AP vouchers. - Firm Searches
When you search for a firm record, the firms that display depend on the application in which you are searching and the type of role that is performing the search. - European Tax Validation
When DPS is configured to use the vatlayer API service, you can ensure that valid tax registration numbers are entered for [firms] in the European Union. These options enable the DPS API to validate the firm tax registration numbers with the Belgian VAT Desk. - Firms Import Fields
When you import firm information, the import process adds a new firm record in DPS for each firm in the .CSV file who does not already exist in DPS. - Firm Addresses Import Fields
When you import firm address information, the import process adds new firm address information for each firm in the .CSV file that does not already exist in DPS. - Ajera Synchronization with CRM
When you use both Ajera and the CRM application, you can synchronize contact, firm, and project information that is entered in CRM with Ajera. This eliminates the need to enter data twice, which can reduce data entry errors.
Parent Topic: Firms Hub