How Do I Create Company Profile?

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The Company screen allows you to create a profile of your business. You can modify any information – except for the company name and license keys. To create your company profile, follow the steps below:

 

You can set up your Web Suite Company at a basic level with a few mouse-clicks or at an advanced level with all the details. Please read the desired sections.

 

Basic Setup

 

  1. Click Settings on the navigation bar and select the Company tab.

  2. Enter your company’s name and address details.

  3. When you have finished, click Save and then Close.

 

Advanced Setup

 

  1. Enter the company’s Tax ID and Employer ID numbers.
  2. Enter any unique information in the Custom 1/2/3/4/5 fields (up to 50 characters). You can customize these fields and display their values on the invoices.
  3. Type a global message in the ‘Message on Invoice’ box. This text prints on all invoices if neither a project nor a client message exists separately. Click Apply to add this message for all clients and projects.
  4. Specify Main Service Tax and Main Expense Tax percentages to apply on total services and expenses included on project invoices billed to clients. These tax rates become the default in the client and project profiles. See Understanding Taxes for more information.
  5. Enter first and last day of the company’s Financial Year or select dates from the drop-down calendar. Web Suite uses these fields as a financial year filter in reports.
  6. In addition, enter a Closing Date for your last accounting period. This feature prevents unauthorized or untimely editing of data (time, expense, invoice or payment records) in Web Suite after the closing date. This is useful for companies requiring DCAA compliance.
  7. Click Add Logo to add a company logo to invoices and reports. See below for details.
  8. When you have finished, click Save and then Close.