Company Info: bank accounts, address history and document numbering
In Company Info, you can now switch the bank account for payments on a set date and register past addresses. You can also set numbering rules for quotes, contracts, invoices and receipts.
Before
Only one bank account for payments could be registered, and the way document numbers were assigned couldn't be changed.
What's new
- Register multiple accounts under Payment bank accounts (auto-filled on contracts and invoices). These are shared with your Accounting accounts (bank statement import).
- To change accounts, use Switch payment account to set a switch date. Documents dated before the switch date show the old account for payment, and documents dated on or after it show the new account.
- Under Past addresses, register a move date and your previous address. When you change your address and save, the old address stays in the history.
- With Apply to past documents, you can update documents created before you registered your address history or account periods so they show the address and payment account as of each document's date. You review the changes before applying them, and documents with a saved copy PDF aren't changed.
- Under Document numbering rules, set the prefix, when the sequence resets (Restart at 1 each year or Don't reset (continuous)) and the next number for quotes, contracts, invoices and receipts separately. If you're switching from another system, you can pick up where your numbering left off.
- Only company admins can change basic company information, the logo and the seal. Accounting staff can manage payment accounts and document numbers.
Who it's for
- Industries: all industries (document numbering rules and Apply to past documents apply if you use document features such as quotes and invoices)
- Screens: Settings > Company Info
How to use it
- Open Settings > Company Info.
- Under Payment bank accounts (auto-filled on contracts and invoices), click Add account. To change accounts, set a switch date with Switch payment account.
- Under Document numbering rules, choose a prefix and reset method, then click Save.