Creating a Company

Creating a company within the a3 system is a very simple process. You can do this by clicking on Companies which can be found within the Customers tab on your sidebar:                                                     

The next step is to click on the +Add Company which is located in the upper right hand corner of your web browser. Complete the fields with all of the information for the new company that you require and once you have filled in all relevant information, click save, and you're done!

Alternatively, you can click the Tasks navigation item found in your sidebar which will jump you straight into the create form to Create a New Company:

It is important to note that the Customer/Supplier roles for a company are only available to system administrator users in order to be able to control the companies that can be used for financial transactions. This added control offers yet another level of business operational supervision and oversight, which when combined with our financial integration package, allows for seamless and higher tier Financial Management.