The Company screen enables you to create a profile of your business. All information entered in this screen can be used for reports and invoices. You can modify any information—except for the company name and license key. Changing the company name or a key will make your company database inaccessible.
The company profile can be customized by modifying the labels and masks of various fields in the Custom Labels screen. For example, the window title Company can be changed to Firm or Practice. When you change this label, the menu and other areas also change. For fields, you might want to customize the Other fields for a purpose unique to your firm, or you might want to change the input masks for telephone numbers and postal codes.
A Web Suite Supervisor or administrator typically manages the general company affairs. After initial setup of the company database and master information, your Supervisor can set company-wide rules and preferences.
The following are typical issues and options that need to be considered while managing your company:
Company Decisions |
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Area |
Decision |
Where to Implement |
First Day of the Week |
Define the first day of a workweek for internal processing and reporting. |
Global Settings-User Interface |
Company-wide Settings |
Review and specify other settings and preferences for implementing Web Suite. |
Global Settings |
Preferences |
Determine other settings and preferences for users to maximize interaction with Web Suite. |
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Security Permissions |
Assign security permissions and passwords for users. |
Employee screen Security screen |
Company Profile |
Specify company-wide settings. |
Company screen Global Settings screen |
Master Information |
Create groups for employees, clients, activity and expense codes, projects. |
Employee: Groups screen Client: Groups screen Activity: Groups screen Expense: Groups screen Project: Groups screen |
View a quick snapshot of employee performance and profitability. View a quick snapshot of vendor accounts. |
Employee-Performance screen Vendor–Account screen |
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Identify the principal/partner, manager or staff member who has primary responsibility for the client relationship. |
Client Manager or Custom fields |
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Project Management |
Identify the principal/partner, manager or staff member who has primary responsibility for the project. |
Project-General screen: Manager field |
Generate and memorize reports. |
Report Center screen |
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