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:
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.
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.