To set the company preferences:
- From the main menu, click on
and then Company Settings. - In the Company section, click Company / Administrator details.
- On the new pop-up window, enter the details.
- Click Submit.
The following information can be edited:
You can set company preferences as per your requirements. These are global settings and are applicable to all the users in your company irrespective of the time zone they are working in, or the currency that is used as a mode of transaction.
To set the company information:
- Login with a user with administrator privileges and click on Administration option under the user profile.
- Under the Account Management section, click Company Information.
- On the new pop-up window, enter the details.
- Click Submit.
The following information can be edited:
Decimal Format
Amounts are displayed using this format.
...
Company Code
There could be a rare occurrence in our hosted version where two users from different companies have the same log in name and password. At such time the user is prompted to enter this to identify the company they belong to.
Fiscal Year Starts
Allows you to select the financial start of the month of your company.
Allow personal dashboards
This option allows the users in your company to create personal dashboards i.e dashboard reports not shared with anyone.