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...
Prerequisites
With Protection activated, you require the following right in the file
- Company profile under the File category
If Cloud Integration is enabled,
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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.
Procedure
- Access the Company Profile dialog from the menu File | Company Profile.
- Click the Receivables tab and complete the General Ledger Account Numbers to begin using the Time file.
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Click the other tabs to complete the rest of your firm's accounting and setup details.
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Profiles
Specify details for your firm.
- Terminology
- Address
- Firm
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Accounting
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)
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Setup
Set up options related to user accounts, client information, and project templates.
- Client/Group
- Contact
- Staff
- Project
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Process and Reporting
Configure processing options and customize documents for reporting.
- Documents
- Billing
- Invoices
- Statements
- Credit Notes
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- Click Close to finish.