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Completing the Company Profile

The Company Profile setup dialog enables you to manage all your firm options from a single location. Click each tab in this dialog to specify details and options for company dates, taxes, people setup, projects, and other firm-related options.

Note: For Time users with Cloud Integration enabled, this operation can also be performed from CaseWare Cloud. See more...

 With Protection activated, you require the following right in the file

  • Company profile under the File category

If Cloud Integration is enabled,

  • You must be Online to perform this operation. When you are Offline, this operation is disabled.

  • Your account on Cloud must be assigned a role that grants Edit permission on the Firm object.
  1. Access the Company Profile dialog from the menu File | Company Profile.
  2. Click the Receivables tab and complete the General Ledger Account Numbers to begin using the Time file.
  3. Click the other tabs to complete the rest of your firm's accounting and setup details.

    >>Quick Reference

    1. Specify details for your firm.

      • Terminology
      • Address
      • Firm
    2. Define firm-specific codes, accounts, numbers, and options.

      • Dates
      • Chart of Accounts
      • Receivable (Also: Aging A/R and Aging WIP)
      • Taxes (Also: Application for Payment)
    3. Set up options related to user accounts, client information, and project templates.

      • Client/Group
      • Contact
      • Staff
      • Project
    4. Configure processing options and customize documents for reporting.

      • Documents
      • Billing
      • Invoices
      • Statements
      • Credit Notes
  4. Click Close to finish.