Legal entities

From Protemos Wiki
Revision as of 17:36, 11 March 2020 by Aleksandra.d (talk | contribs) (→‎Add new legal entity)

Jump to: navigation, search

Legal entities page:https://cloud.protemos.com/branch/index

General information

If you are using more than 1 legal entity for your business, you may enter them all into the system, and then use them in projects, quotes, invoices etc.

It means that you can set up different document items (logo, address, company name) for different legal entities.

To do so go to Settings => Legal entities:

Legal entities menu.png

Here you can see the list of your legal entities and add new legal entity, change default legal entity, update, delete logo, and delete the existing legal entities by clicking the corresponding buttons:

1200px-2 leg entity.png

Add new legal entity

To add the new legal entity press the "New legal entity" button:

Meny 1.png

Enter the required information and press the "Create" button:

New legal entity.png

You may upload a logo which will be displayed in all documents generated by the system: invoices, POs, quotes, etc.

Note: Only PNG and JPEG images with a maximum size of 350×350 pixels are supported.

Change default legal entity

You can define Legal entity for your clients and vendors in their profiles in default settings, otherwise, they will have the default Legal entity.

Retrieved from "https://wiki.protemos.com/index.php?title=Legal_entities&oldid=17163"