Company Setup

Detailed Guide to Company Setup Page and Controlling Company Settings

To access the “Company Setup” page, please follow these instructions:

• Start by clicking on the “Settings” menu in the main menu.
• Then, click on “Resource Management” available in the top bar of the page.
• You will be redirected to the “Company Setup” page, which displays all the system’s saved settings.

Explanation of how to control company settings:

• First Section: General Settings:

  1. Name: (Required for Display in Reports): You can add the name of your establishment that you want to appear on invoices, documents, and reports when printed.
  2. Address: You can add the address of your establishment that you want to appear on invoices, documents, and reports when printed.
  3. Place of Residence: You can add the place of residence for your establishment that you want to appear on invoices, documents, and reports when printed.
  4. Phone Number: You can add the phone number you want to appear on invoices, documents, and reports when printed.
  5. Fax Number: You can add your fax number, which you want to appear on invoices, documents, and reports when printed.
  6. Email Address: You can add your company’s email address that you want to appear on invoices, documents, and reports when printed.
  7. Outgoing Messages Address: (Backup Email Address for All Outgoing Emails): You can add an email address for the backup of all outgoing emails if needed to set up this option.
  8. Official Company Number: You can add the official number of the company.
  9. Goods and Services Tax File Number: You can add the tax file number for the company, which you want to appear on invoices when printed.
  10. Currency of the Country: You can choose the official currency for your company or organization, which is the primary currency for documents.
  11. Company Logo: You can add your company’s logo to appear in documents and reports.
  12. Delete Company Logo: By activating this button, you can delete the company logo from the system.
  13. Timezone in the Report: By activating this button, you can display the timezone in the report, comparing it to the standard and official time. For example, if the report is generated in Saudi Arabia, it will show “Greenwich +3” in the report.
  14. Company Logo on Reports: By this button, you can control whether to display the logo on reports.
  15. Use Barcodes in Inventory: By this button, you can control whether to use barcodes with inventory items.
  16. Automatic Increase in Document References: When activating this button, the system allows for the automatic sequential creation of document references, disregarding any manual modifications to the reference.
  17. Using Analytical Sections in Recurring Invoices: You can control the visibility of analytical sections in recurring invoices, choosing whether to display them or not.
  18. Using Detailed Descriptions in Invoices: You can specify whether you want to use detailed descriptions in invoices or not.

• Second Section: General Ledger Reports:

  1. Financial Year: You can set the financial year for the system, which changes annually to allow document execution. You can also switch between available financial years in the system.
  2. Tax Periods: Define the tax period for the establishment, often monthly, for sales and purchase taxes.
  3. Last Tax Period: Specify the previous tax period for the establishment, usually monthly, for sales and purchase taxes.
  4. Display Tax Included in Documents: If selling prices include tax, this button separates the tax value from the price before tax in the invoice display and when printed.
  5. Hide Tax Rates: This button controls whether to display the tax percentage on the documents or hide it.
  6. Currency Revaluation: You can revalue currencies through this option.

• Third Section: Sales Pricing:

  1. Basic Pricing List for Automatic Pricing: In this section, you can specify the basic pricing list among the pricing types added to the system. This list is used to calculate other pricing types based on it.
  2. Add Value to Standard Cost: With this setting, you can add the required percentage to increase the item cost to determine the item’s selling price automatically. In simple terms, the selling price of the item is calculated by adding the specified percentage in this setting to the item’s standard cost.
  3. Round to Nearest: You can determine rounding operations for displayed values in the system. This is done by adding the required rounding value based on the smallest units in the used currency.

• Fourth Section: Additional Options:

  1. Manufacturing: With this option, you can control the appearance and use of manufacturing management as needed.
  2. Assets: Here, you can control the appearance and use of asset management as needed.
  3. Use Analytical Segments: You can control the display of branch and analytical segment filters in system documents and choose to display one or both of them as needed.

• Fifth Section: User Interface Options:

  1. Names and Abbreviations: Through this option, you can control how names appear in filters. You can choose to display only the abbreviated name or both the name and abbreviation.
  2. Open Printing Directly on Reports: Activating this option allows you to open the printing process directly on reports without the need for additional steps.
  3. Search in Inventory List: Enabling this button allows the system to search in the inventory list instead of using inventory filters.
  4. Search in Customer List: Enabling this button allows the system to search in the customer list instead of using customer filters.
  5. Search in Supplier List: Enabling this button allows the system to search in the supplier list instead of using supplier filters.
  6. Login Time Validity: You can add the allowed number of seconds for the user to keep the system open until the system logs out automatically.
  7. Maximum Time Range for Reports: You can set the maximum time range for generating reports, limiting them to the specified time period.

Finally, after making all necessary modifications, don’t forget to click the “Update” button to apply the data you’ve added to your system.