Company Management

Use this page to set company locations, departments, users/resources, working hours, and more.

The information that is displayed on the right side of the page depends on what you select in the Locations, Depts & Staff navigation pane on the left side of the page.

Related topics:

  • Locations, Depts, and Staff Pane
    This pane appears at the left side of the Company Management page. The selections that you make here determine the information that is displayed on the right side of the page.
  • Common Buttons
    You can use these buttons with all of the panes and tabs that appear when you are working on the Company Management page.
  • Configure Company Details (Company Details View)
    You use the Company Details view to set tax rates, integrations, exchange rates, working times, and similar information.
  • Location Details
    Use this pane to enter and maintain details about additional company locations.
  • Department Details
    Use this pane to view department details.
  • Staff Details
    Use this pane to display user/resource setup and permissions information for a selected employee.
Parent Topic: Admin