Help

Legal Entities


To configure legal entities, follow the steps given bellow.

1.  Navigate to the Settings option in the Side Bar.

The Settings page will be displayed.

2.  Navigate to the Legal Entities tab.

The Legal Entities page will be displayed.

3.  To create new company, click the Create button.

The Create Company page will be displayed.

4.  In the General section, enter the name of the company in the Name text entry box.

5.  Enter the description of the company in the Description text entry box.

6.  Enter the billing address of the company in the Billing Address text entry box.

7.  Enter the address in the Address text entry box.

8.  Enter the INN number in the INN text entry box.

9.  Enter the CAT number in the CAT text entry box.

10.  Enter the BIN number in the BIN text entry box.

11.  Enter the current account number in the Current Account text entry box.

12.  Enter the bank details in the Bank text entry box.

13.  Navigate to the Linked Items section.

The Linked Items section of the page will be displayed.

            A.  Click the Add New link.

The Link Item section of the page will be displayed.

            B.  Select the type of the object from the Object Type drop down list. The available options are Sales, Vehicle, Client, Call, Task, Invoice, Payment, Material and File.

           C.  Select the name of the object type by clicking the Browse () button.

The page will be displayed based on the selected criteria.

           D.  Select the object that you wish to select and click the Select button.

The selected object will be added to the field.

           E.  Click the Save button.

The selected link item will be added to the linked item section.

14.  Click the Save button.

The new company record will be created.

15.  You can also edit the company record. To do so, click the name of the company record that you wish to edit.

The selected record will be displayed on the edited mode.

16.  From here you can make the necessary changes you wish to change in the company record and click the Save button.

The changes made to the company record will be saved.

17.  You can also create bank info details. To do so click on the Bank Info () button.

The Bank Info record will be saved.

                  A.  Click the Create button.

The Create Bank Info page will be displayed.

              B.  In the General section, select the name of the contact by clicking the Browse () button on the Contact field.

              C.  Select the type of the legal entity from the Legal Entities drop down list.

              D.  Enter the account number in the Account text entry box.

              E.  Enter the CW2 number in the CW2 text entry box.

              F.  Enter expire date in the Expire Date calendar.

              G.  Select the type of the account id from the Account Type Id drop down list.

              H.  Navigate to the Linked Items tab.

The Linked Items section of the page will be displayed.

                  I.  Click the Add New link.

The Link Item section of the page will be displayed.

                J.  Select the type of the object from the Object Type drop down list. The available options are Sales, Vehicle, Client, Call, Task, Invoice, Payment, Material and File.

               K.  Select the name of the object type by clicking the Browse () button.

The page will be displayed based on the selected criteria.

               M.  Select the object that you wish to select and click the Select button.

The selected object will be added to the field.

               N.  Click the Save button.

The selected link item will be added to the linked item section.

18.  Click the Save button.

The new bank info record will be created. 

 








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