This option allows you to enter all your business' details such as the address, e-mail address, contact numbers, company and tax registration numbers. These will be displayed on all reports, statements and lists. It is also important to set the Windows default date and currency formats.

You may also load a logo picture to be displayed on your documents and / or statements. For documents you need to select to print the logo on documents, or not, in Setup → Documents setup. 

To enter and set the Company info and defaults:

  1. On the Setup ribbon, select Setup → Company info (Ctrl+F5).

  1. Check the details of the company.

Company Reg. No.

If you are registered as a company, a close corporation or a non-profit organisation, the relevant registration number must be entered.

Tax Reg. No.

If you are registered as a VAT/GST/Sales Tax vendor, the VAT/GST/Sales Tax registration number must be entered.

Bank name 1 / 2, Holder's name (Branch code) 1 / 2, Bank account no. 1 / 2, SWIFT 1 / 2 and / or IBAN 1 / 2. may be entered if available.

Your banking information can be used on the BankInvoice layout file or you may add these on your layout files, in the Report designer (accessed from the Reports ribbon or Setup ribbon).
  1. Banking Details (Optional). You may enter up to two (2) fields for the following:
    1. Bank name - Enter the name of the bank, if available.
    2. Holder's name - Enter the branch code, if available. 
    3. Bank account number - Enter the bank account number, if available.
    4. SWIFT - (Society for Worldwide Interbank Financial Telecommunication). Enter, if available.

SWIFT - See http://en.wikipedia.org/wiki/SWIFT / http://www.theswiftcodes.com/ 

SEPA - (Single Euro Payments Area) - See - http://en.wikipedia.org/wiki/Single_Euro_Payments_Area 
    1. IBAN - (International Bank Account Number). Enter, if available.

See http://en.wikipedia.org/wiki/International_Bank_Account_Number
    1. BIC - (Bank Identifier Code). Enter, if available.

Your banking information can be used on the BankInvoice layout file or you may add these on your layout files, in the Report designer (accessed from the Setup ribbon).
  1. Additional Data (Optional). Enter a contact name, mobile telephone number and or your company's website. 

This information can be added to reports and layout files, in the Report designer (accessed from Setup ribbon).

These fields were created (added) using the FreeFields Plugin. This Plugin is available as a commercial plugin.
  1. Click on the Options button. The "Company info - Options" screen is displayed:

  1. The Tax Method is by default set to Invoice Based.  For the purposes of this tutorial, the Invoice Based Tax Method is used.
  2. Select your default output options for screen, printer, file, fax or e-mail. For the purposes of this tutorial, select “Screen”.
  3. Select “100%” for the Default Zoom Preview.
  4. Company Logo leave blank for the purposes of this tutorial.

If you have a company logo or picture, which includes the address, you may right-click on the Company logo to load the logo from a valid file format on your system.

This logo can be selected to display on documents (invoices, etc.) and statements.
  1. Click on the Set Windows Date Format/Style button to set the date format of your operating system.

This option does not work on Linux or Apple operating systems. The settings for this, should be done via the specifics of that operating systems.

If the Set Windows Date Format/Style button does not launch your operating system's (version of Windows™), Regional Settings, you need to open the Regional and Language Settings in the Control Panel to set the format of the Short Date and the correct Currency Symbol.

It is important to check your Windows Date Format, since this format will determine the format in which you will enter your dates for your transactions.

It will also determine the format in which your dates will be displayed in the lookup facilities, screens, reports, debtor statements, etc.

The date for 1 March 2021 may be displayed in one of the following formats:

  • YY/MM/DD     - 21/03/01
  • DD/MM/YY     - 01/03/21
  • YYYY/MM/DD  - 2021/03/01
  • DD/MM/YYYY  - 01/03/2021

The YYYY/MM/DD (2021/03/01) is the format, which is used in this help file.
  1. Click on the OK button to save your changes.