Companies

A company is generally used to separate for accounting purposes. You can perform the following actions with the companies:

• Create a new company
• Edit existing company
• Delete a company
• View the companies list

List of companies represents the group of tags that you can use for tagging the stations on your account. For details, see Location.

Creating New Company

To create a new company:

1. At the top right of the CStoreOffice® home page, click your user name.
2. Go to Tags > Companies.
   Result: The Companies list report opens.
3. At the top of the Companies form, click New.
   Result: The company creating form opens.
4. In the company creating form, enter the following data:
5. Company #
6. Company Name
7. Payroll Account #
8. QuickBooks export mode: Select QuickBooks web connector, if you need to work with the QuickBooks desktop version.
9. QuickBooks File Path: For more information on working with QuickBooks, go to QuickBooks.
10. Phone
11. Fax
12. Address
13. City
14. State
15. Country
16. Zip

    

5. At the bottom of the form, click Save.

Editing Existing Company

To edit existing company:

1. At the top right of the CStoreOffice® home page, click your user name.
2. Go to Tags > Companies.
   Result: The Companies list report opens.
3. In the Companies list report, select the company you want to edit.
4. At the top of the Companies form, click Edit.
   Result: The company editing form opens.
5. Edit any field you need and then at the bottom of the form, click Save.

Deleting Company

You can delete a company in the following ways:

• Delete a company in the Companies list
• Delete a company in the company editing form

Deleting Company in Companies List

To delete a company in the Companies list:

1. At the top right of the CStoreOffice® home page, click your user name.
2. Go to Tags > Companies.
   Result: The Companies list report opens.
3. In the Companies form, select the company you want to delete.
4. At the top of the Companies form, click Delete.
5. In the confirmation window, click Yes.

Deleting Company in Company Editing Form

1. At the top right of the CStoreOffice® home page, click your user name.
2. Go to Tags > Companies.
   Result: The Companies list report opens.
3. In the Companies form, select the company you want to delete.
4. At the top of the Companies form, click Edit.
   Result: The Company editing form opens.
5. At the bottom of the form, click Delete.
6. In the confirmation window, click Yes.

Viewing the Companies List

To open the Companies list report, at the top right of the CStoreOffice® home page, click your user name, go to the Tags > Companies.

In the Companies list report, you can view the names of all companies you have.

• To sort the Companies list, click the Name column title.
• To view more detailed information about each company, select this company and then at the bottom of the form, click Edit.