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 the Documents setup (Setup ribbon). 

To enter and set the Company info and defaults:

1.On the Setup ribbon, select Company info (Ctrl+F5). The "Company info" screen is displayed:

setup-company-info-address

For the purpose of this documentation, the relevant company details is based on the  “HANDYMAN” Set of Books.

2.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).

3.Banking details (Optional). You may enter up to two (2) fields for the following:

a)Bank name - Enter the name of the bank, if available.

b)Holder's name - Enter the branch code, if available. 

c)Bank account number - Enter the bank account number, if available.

d)SWIFT - (Society for Worldwide Interbank Financial Telecommunication). Enter, if available.

e)IBAN - (International Bank Account Number). Enter, if available.

f)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 Reports ribbon or Setup ribbon).

3.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 the Reports ribbon or Setup ribbon).

These fields were created (added) using the FreeFields Plugin. This Plugin is available as a commercial plugin.

4.Click on the Options button. The "Company info - Options" screen is displayed:

setup-company-info-options

5.The "Tax method" is by default set to "Invoice based".  For the purposes of this documentation, the "Invoice based" Tax method is used.

6.Select your "Default output" options for screen, printer, file, fax or e-mail. For the purposes of this documentation, select “Screen”.

7."Company logo" - You may click on the Load from file button; or right-click and select the "Load from file" option on the context menu to load your Company logo from a valid file format on your system.  The selected Company logo will print on Document layout files and Debtor statements as well as on Creditor remittance advises.

The company logo, should include the address, telephone number, fax number and e-mail address, since it will replace the text in the Page headers of document layout files, debtor statements and creditor remittance advises. 

8.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 documentation.

9.Click on the OK button to save your changes.