Company Profile command
Use the Company Profile to enter default information for the company and information pertinent to the functioning of the file. Ensure that the information on each tab is completed prior to commencing work on the file.
- Terminology
- Address
- Dates
- Chart of Accounts
- Receivables
- Aging A/R
- Aging WIP
- Taxes
- AFP
- Client/Group
- Contact
- Staff
- Documents
- Firm
- Billing
- Invoices
- Statements
- Credit Notes
Note: To print all of the information in the Company Profile, click the Print button.