Company Management
Shows a company management section
Last updated
Shows a company management section
Last updated
After creating your first company, you need to go to the company page from the sidebar, and you can see all your companies. This is your company management section where you can manage your company records data.
Here, you can see all the created company lists. If you want to create more companies, press the Add Company button, OR if you want to create companies in bulk, press the Bulk Import Company button
Now, press on the company name to manage the company profile. You will navigate to the below screen.
In the above screen, you can upload your company logo (which will be used in the future), showing basic data about your company (legal name, trade name, GSTIN, GST status, Company status, etc...). If you want to edit anything in the company, press the edit icon on the right side of a company name. You can also add/edit the Billing/Shipping Address.
Here we have features of the e-Invoice & e-Way Bill, you can simply enable/disable it. Once you enable any features from that, you will be asked to enter the Gov. portal credentials details (this will be used to manage e-Invoice & e-Way bill with Gov via the accoXpert dashboard).
If you have any branch(s) of this company, you can simply create it by pressing the Add Branch button, and after creating a branch, it will show in the branch list as in the below screen. We have the same features for Branch like Edit Branch details, add/edit shipping address.
