Companies
The Companies page lists the companies set up in your TrakIT. A company is a legal entity with its own country, currencies, invoice numbering and finance settings. From here you open a company to see or change its settings, and you create new companies.
To open it, select Admin > Masters > Companies. The page is for system administrators only.
To bring a new company onto TrakIT, follow the checklist in Setting up a company: the company itself is one of its steps.
Find a company
Section titled “Find a company”- Select Filters to open the filter panel, if it is closed.
- Enter or choose the filters you need:
- Code/Name: any part of the company’s code or name.
- Country: the country the company belongs to. The list shows the countries of your companies.
- Select Search.
Reset clears the filters. The number of companies found appears above the list.
The company list
Section titled “The company list”The list shows 20 companies per page, in order of name. A deactivated company is shown in red. Select a row to open the company.
| Column | Shows |
|---|---|
| ID | The company’s number in TrakIT. |
| Code | The company’s short code. |
| Company Name | The company’s name. |
| Country | The country, with its flag. |
| Zone | The company’s time zone, in hours from UTC, for example +3.0. |
| Invoice Prefix, CN Prefix, DN Prefix | The prefixes of the company’s invoice, credit note and debit note numbers. |
| Period Prefix | The Period Prefix Format of the numbers, for example yyMM, or empty for none. |
| Current Period | An older setting that invoice numbering no longer uses. |
| Invoice Display | The Line Item Display: what each line of an invoice shows, for example Account + Detail. |
| Invoice Rounding | How invoice totals are rounded, for example No Rounding. |
| Finance Code | The company’s code in your external accounting system, if it has one. |
| Integration | The finance system the company uses, if one is set, for example Xero. A value such as [Copy ID 2] means the company uses the finance system settings of the company with ID 2. |
| Data fields | One column for each active company data field set to Display on Data Fields. |
| Custom Filters | How many custom filters apply to the company’s users, or - for none. |
| Users | How many users belong to the company. |
The settings in these columns are described on the Company page.
Create a company
Section titled “Create a company”Select Create, above the list. The Add New Company page opens: see Create a company.
Who can use this page
Section titled “Who can use this page”Only system administrators can open this page and create companies. No role permission gives access to it.