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How do I access the Companies screen?

1. Click on ¨Entities¨
2. Click on ¨Companies¨

What can be done on the Companies screen?

On the Companies screen, we can register all data related to the companies we are going to manage with

The companies data is essential in processes that will be used later on, such as reception and broadcast of Invoices, clients, suppliers, workers, project management, etc. 

Get to know the screen...

  • Company Listing

On the company listing page, we can find a detailed view of all the companies registered at the time.

  • Editing - General Information

On this page we can add data related to company denomination, company location, contact information and default configuration of the company being managed with
 Screen capture:
What does each field on the screen mean?

Name Description Field type
Tax ID Tax ID number Recommended
Name Company name Required
Company Color Color that identifies the company  .-
Currency Default currency Required / Quick search
Address Company address  .-
ZIP Code ZIP Code Quick search
County Country Quick search
State/Province State/Province Quick search
Country Country Required / Quick search         
Phone number Phone number  .-
Email  Email  .-
Website Website  .-
Fax Fax number  .-
Payment type Payment type Quick search

Editing - Sales Invoice

In, you can create all the invoice series you need.
Screen View:

What does each field on the screen mean? 

Field type
invoice series
Shows the number of the last invoice issued
This column indicates if the Sales Invoice generates revenue.

Editing - Branches

In it is possible to specify the company´s branches. At the same time, during Invoice broadcast, we can specify by branch the delivery address for each invoice.

What does each field on the screen mean?

Field type
Branch name
Indicates if this is the main branch
Branch address
ZIP code ZIP code   .-
  • Editing - Images

Edición - Imágenes 

  • Editing - Documents 


How to´s

  • How do I add a new Company?

1. Click on ¨Entities¨

2. Click on ¨Companies¨

3. Click on ¨New¨  

4. Fill in the required information 

5. Additionally. you can fill in the following fields:    

  5.1 Click on the ¨Sales Invoice¨tab 

    5.1.1 Fill in the required data on the screen (Example: Series -A, Counter - 0, Type - Revenue) hit Enter

    5.1.2 Now you can continue adding Series repeating these steps

  5.2 Optionally you can continue adding company data by going to the ¨Branches¨ tab.   

6. Click on ¨Save¨ 
7. Optionally, once all main data has been saved, you can add pictures and documents using´s Document Manager:
Attached images¨
¨Attached documents¨

8. Click on ¨Back¨  

9. Now you can verify that the company created is shown on the list. Double clicking on the company name, takes you back to adding, editing and deleting data associated to this company.

  •  How do I modify, add or delete data from a company?

1. Click on ¨Entities¨
2. Click on ¨Companies¨

3. Click on the company you want to modify and click ¨Edit¨

4. Select the tab containing the information you want to modify.

5. Click on a field and add, modify or delete data.
6. Click on ¨Save¨
  • How do I attach an image or Document to a Company?

1. Click on ¨Entities¨
2. Click on ¨Companies¨

3. Click on the company you want to modify, and click on¨Edit¨ 

4. Select the ¨Images¨ tab or the ¨Documents¨ tab 

5. Click on ¨Upload¨

6. Click on ¨browse¨

7. Browse to the file.

8. Click on ¨Upload¨
  • How do I delete a company?

1. Click on ¨Entities¨

2. Click on ¨Companies¨
3. Select the company you want to delete.
4.  Click on ¨Delete¨ 
. Observation: We can only delete companies that have not been associated to processes seen later in

Where can I use the companies?

Companies will be used later in Projects and Invoices


Learn to use the graphic interface

    On the Price Database screen, the following graphic elements are used:
  1. Toolbar
  2. Navigation bar
  3. Grid
  4. Seach
  5. Field type:
      • Quick search
      • Required filed
      • Recommended field