Company Information

How do I enter Company Information?

Company information and Logo may be added in the Setup Wizard

  • Login as Administrator
  • From the <Administrate> Menu select <Set up Wizard> from the drop down list.
  • Select the <Company> folder
  • <Company Information>
  • Enter Company Name, Address, etc. into fields as  it should appear on documents.
  • Upload Company Logo by selecting <Set> button and choosing appropriate file from your computer or network to be uploaded. Make sure to resize logo prior to uploading.

company

  • By selecting the <Enable Gmail Alerts> option, you may set alerts to be sent to designated contacts. This may be set up at any time as long as a gmail account has been established from which to send the alerts.
  • Select Currency Symbol. ($ is default)
  • <Close> will automatically save information entered