Open Company Card

To use the Basic company settings submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To open a company card:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Company Settings > Basic Company Settings.
3. At the top of the left pane, select the company whose card you want to open and then click Open Company Card.
4. On the Company Settings tab of the company card, you can view and edit the following:
   • Basic Settings: This includes company type and country, holiday calendar and calculation method, VAT or sales tax setup, schedule settings, time entry rules, adjustments, clients, and default copy settings.
   • Job Settings: This allows you to select a custom code from a preset list.
   • Invoice Settings: This includes invoicing, invoice number range, credit note number range, and correctional invoices or credit notes on retainers.
   • Default New Job Dimensions: This includes profit center, project type, agreed billing method, rounds of scheduled creative, real rounds of creative, and job status.
   • Job Folders and Storage Provider: This includes job folder settings and voucher path.
   • Cross Company Access: This lists all the employees and what access their account has.
   • Price Quote Settings: This includes general and print settings.
   • Changelog: This shows all the changes made, when those changes were made, and who made those changes.