User Guide: Company Management

Adding a New Company

1. Click the 'New Company' button.
2. On the company form:
   • Enter the unique company code.
   • Provide the Name.
   • Input the Contact Number.
   • Add the Postal Address.
   • Specify the Contact Email.
   • Provide the TIN Number.
   • Check 'Initialise With Default Data' to include predefined data (e.g., Chart of Accounts).
3. Click 'Save Changes' to save the company.
4. To exit the page without saving, click 'Close'.

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Managing Companies

• Edit Company:
  1. On the Company Listing page, click the 'Edit' button for the desired company.
  2. Update the details in the form.
  3. Click 'Save Changes' to apply updates.

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Inviting Users to a Company

1. Click the 'Invite User' button next to the company.
2. In the dialog box, enter the user's email/phone.
3. Click 'Invite'.

   The user will receive an email with a link to join the company.