Difference between revisions of "Legal entities"
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[[File:Legal entities menu.png|border|150px]] | [[File:Legal entities menu.png|border|150px]] | ||
| − | Here you can see the list of your legal entities and add | + | 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: |
[[File:2 leg entity.png|border|900px]] | [[File:2 leg entity.png|border|900px]] | ||
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==Add new legal entity== | ==Add new legal entity== | ||
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| + | You may upload a logo which will be displayed in all documents generated by the system: invoices, POs, quotes, etc. | ||
<span style="color:red">'''Note:'''</span> Only PNG and JPEG images with a maximum size of 350×350 pixels are supported. | <span style="color:red">'''Note:'''</span> 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. | You can define Legal entity for your clients and vendors in their profiles in default settings, otherwise, they will have the default Legal entity. | ||
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Revision as of 18:27, 11 March 2020
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:
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:
Add new legal entity
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.
