Create and modify companies

You can create and modify companies using the Company screen.
  1. Open the Company screen.
  2. In the Company field, enter a code of up to four alphanumeric characters to identify the company.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
  3. Press Tab.
  4. In the Name field, enter the name of the company.
  5. Complete or modify the fields as described on the Company Screen Field Reference.
  6. Click Save Company.
  7. Do one of the following:
    • If you want to give all users and user groups full access to the company, click Yes.
    • If you don't want to give all users and user groups full access to the company, click No.
      Note: If you don't give all users and user groups full access to the company, you need to set access on the Users screen and the User Groups screen.
      Note: You can delete a company as long as it is not in use. Find the company and click Delete Company. When deleting a company, the system also deletes the associated corporate division and retained earnings account.