Setting Up Financial Management › Company Profiles › Manage Company Financial Properties

Manage Company Financial Properties

You must financially enable a company to use it within the rate matrix.

Follow these steps:

1. Open the company.
2. Open the Properties menu and click Financial.

   The financial properties appear.

3. Complete the following fields:

   Financial Status

   Indicates the financial status for the company.

   Values: Active, Inactive, No New Business

   Financial Location

   Defines the financial location of the company.

   Financial Department

   Defines the financial department of the company.

   WIP Class

   Defines the work-in-process (WIP) class. The WIP class indicates the transaction category for the company.

   Investment Class

   Defines the investment class. The investment class is used to categorize company-related projects.

   Company Class

   Defines the company class for the company.

   Date Opened

   Defines the date the company was financially enabled. Click the Date Picker icon to select the date.

4. Save the changes.
5. Provide the billing address information.

More information:

Manage Company Billing Addresses

Create Companies

Company Profiles