Company

Users can create unlimited companies under an Account.

Working with Company in RealBooks

Creating of Company

STEP 1: Go to Masters ⇒ Accounts ⇒ Company ⇒ Create

STEP 2:  Once you click on Create, Company Master creation page will appear.

STEP 3: Fill in the details in the fields provided in every tab:
1)General

Name : Name of the company (includes print name).

Short Name (max 6 char) : Display name of the company.

Code : Company code, if any.

Category of Service : Nature of Business.

Country : Name of the Country where the company is located.

Currency : Base Currency used in the company.

Currency Decimal Name : Name denoting the decimal place value.

Logo Upload : Upload the company logo as per the specified format.

2)Address –

 Fill the relevant details for invoice printing purpose-

Address : The address of the company.

State : Select the State in which the company is situated.

City : Name of the city in which the company operates.

Pin : Postal code of the company.

Email : Email ID of the company.

Phone No : Phone no of the company.

Mobile No : Mobile no. of the company.

Fax No : Fax no of the company.

3)Tax Info – Fill up the registration numbers

4)Bank Details – 

Fill the bank a/c details of the segment for invoice printing purpose-

Bank Name : Name of the Bank.

Bank Address : Address of the Bank.

Account Name : Name of the Account Holder.

Account Number : Account no of the Bank.

IFSC Code : IFSC Code of the Bank.

Swift Code : Swift Code of the Bank.

STEP 4: Click on Save to create a company and the company will be displayed in Company Drop-down list like shown below.

Viewing of Company

STEP 1: Go to Masters ⇒ Accounts ⇒ Company ⇒ View

STEP 2: Once you click on view, Company Master list will appear :

Editing of Company

STEP 1: Go to Masters ⇒ Accounts ⇒ Company ⇒ Edit

STEP 2: Once you click on edit, Company Master list will appear

STEP 3: Click on the pencil icon to Edit Company.

STEP 4: Once you have updated the details click on Save.