Setting Up Financial Management › Company Profiles › Create Companies

Create Companies

Use the Create Company page to define companies for billing and financial processing.

Follow these steps:

1. Open Home, and from Financial Management, click Companies.

   The list page appears.

2. Click New.
3. Complete the following fields:

   Company Name

   Defines the company name.

   Company ID

   Defines a unique company ID. Read-only after the company is created.

   Company Type

   Defines the type that best describes the company's relationship to your organization. Select a type from the list.

   Company Status

   Indicates if the company is active or inactive. The company must be active to enable financials on projects. Select a status from the list.

4. Click Save and Return.
5. Do the following to further define the company:
   • Provide additional information to identify the company.
   • Set up financial properties. Required to financially enable the company for billing project costs and financial processing.
   • Provide the company billing address.

More information:

Edit General Company Information

Manage Company Financial Properties

Manage Company Billing Addresses