Modules tab

Code

Enter a meaningful Code for the company.

Name

Enter a name for the Company.

Path

The Path will default to the Name of the company.

Country

The country the Company operates in. This affects GST options and can only be edited when creating a new Company.

Currency

This will default from the Country.

Tax Regime

This will default from the Country.

Modules

Selected, the module will be added to the Company on Save.

Clear, the module will not be available for the Company, and will be removed from the Company if previously available.

Note: Removing a module from an existing Company requires System > Company Maintenance > Control permission. The user is prompted to confirm a backup has been taken and data files for the module are deleted on Save.

Adding a module to a Company first removes any existing data found for the module in order to add clean data files to the Company.

Toolbar

Select All (Shift+F4)

Select all checkboxes.

Unselect All

(Shift+F3)

Clear all checkboxes.

Buttons

Save (F9)

Saves a new Company or adds modules.

Cancel (Esc)

Closes without making changes.

Users tab

When Single Sign On is enabled, the Users tab is shown. Lists users with access to the company.

When new companies are created, the ACCREDO Master User (with password ACCREDO) and the logged in system user are automatically added. The logged in system user will have control permission for user access and permissions in the company.