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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
Vantagepoint 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 Vantagepoint 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 Vantagepoint API to validate the firm tax registration numbers with the Belgian VAT Desk. - Ajera Synchronization with CRM
When you have both Ajera and the CRM module or CRM Plus module, you can synchronize contact, firm, and project information that is entered in Vantagepoint with Ajera. This eliminates the need to enter data twice, which can reduce data entry errors.
Parent Topic: Firms