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The following windows are used to work with companies' details:
All these windows are opened from the directory data grid.
The editor window is opened by the command. From here, you can edit one or more company groups.
If one record is selected in the data grid, the editor window will open. The window is composed of the Properties , Access , Actual address , and Registered office address panels. If a director and accountant have been specified for the company, the window displays additional panels: Accountant and Director .
The Properties panel is composed of the following fields:
Company group indicates the group to which this company belongs. This is a required field.
Name denotes the name of the company. This is a required field.
We recommend entering the official company name as it is written in the company's incorporation documents.
Description is a text description of the company.
Any additional information can be entered in this field.
Type denotes the company type. This is a required field.
Phone is the contact phone number of the company.
E-mail indicates the e-mail.
Bank account is the company's bank account number.
The account number is specified in document print layouts.
TIN designates the company's tax identification number.
The TIN is specified in document print layouts.
CRN denotes the number allocated to the company upon registration.
Accountant denotes the surname and initials of the main accountant.
Please select a profile in the window.
If the field is populated, the window displays the Accountant panel that contains the main accountant's personal profile.
Director designates the surname and initials of the company's director.
Please select a profile in the window.
If the field is populated, the window displays the Director panel, which contains the director's personal profile.
Comment is a short comment.
This field can contain any additional text information about this company.
Click to save data. Selecting will save data without closing the window. Selecting will close the window without saving data.
When two or more items are selected for editing, the editor window opens. A panel with a list of the selected items is added to the editor window.
The fields and their completion rules are similar to those in the window.
In the editor window, you can enter data concerning one or more companies into the directory.
You can open the entry window by using the command or by pasting a company from the clipboard to the directory.
The fields and their completion rules are similar to those in the window.
To open the entry window, paste two or more companies from the clipboard into the directory.
The fields and their completion rules are similar to those in the window.