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Select menu 'Setup | Companies' then 'Records | Add Record' to create a new Company Enter data to define the company/organisation ![]() Add address information to appear on Invoices, Statements, Purchase Orders, etc. ![]() Enter default account information for the Company ![]() Enter reporting information for the Company ![]() Add links to external documents that relate to the Company ![]() Select menu 'Utilities | Systems | Users' to set user authorisations for the Company ![]() Select menu 'File | Open Company/Year' to process business transactions Select the financial year to be processed All sources, ledgers, transactions, views and reports now relate to the Company and financial year ![]() |
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