Versions Compared

Old Version 28

changes.mady.by.user P Sawkins (Unlicensed)

Saved on

compared with

New Version 29

changes.mady.by.user P Sawkins (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Table of Contents

...

Note

You can promote an existing company in the system to a host company

  1. Clear the host company form
  2. Tick on "I intend to promote a company to a Host Company"
  3. Retrieve the company using the company search code

Logo in the navigator

When you use multiple different business entities in the system you may have a different logo showing when you change entities.

Image Added

Reports

The information on Host Company is used in reports - for example debtor invoices.  

...

Print templates can be attached to emails that are sent from the system - see Email Templates

Info

When the system is looking for a report to use it looks in the following order:

  1. The report name (eg invoice.mrt) prefixed by the search code of the host company, eg SOULFRESinvoice.mrt or KARMAinvoice.mrt
  2. The report name prefixed by the host company Report Prefix, eg SFinvoice.mrt
  3. The report name with no prefix, eg invoice.mrt

...