location

Directories > Firms

Description and appearance

The directory is informative in nature and displays the firms legal entities imported into the system or created manually.

Pressing the button will display all the firms records marked for deletion, if necessary, they can be restored.
If the firms are imported from the accounting system (erp), the mark for deletion may come in the data of import, in which case it will be necessary to remove the mark for deletion in the import data or in ERP.

Firm card

With the button you can open a firm for viewing or editing:

It displays more details about the firm than on the main page of the directory, and here you can see such properties of the firms as:

address,
phone number,
VAT status,
and others.

You can change this data if necessary, but only if firms was created in system manually or uploaded not from the Accounting System (ERP).

Creation of a new firm

Also in the directory there is an opportunity to create a new firm, for this use the button at the top of the page.
Clicking on it opens a window as in the screenshot above, in which you need to fill in the properties of your new firm and click Save.

Additional features of the directory

Export to Excel	Export directory data to an Excel file.
Export empty template to Excel	Export in Excel format an empty template containing all columns displayed in the table, intended for filling in and subsequent data import.
Export template with data to Excel	Export in Excel format of a template containing all columns displayed in the table and all the directory data visible at the time of exporting. Intended for information editing and subsequent import it back.
Import from an Excel template	Upload data from Excel template to the directory, exported before by using the Export Excel Template buttons (empty or with data). Important: template downloaded from the directory should be imported only in that direcotory!