How to get to the Company Options
- Go to Edit > Preferences
- Click on the ‘Company’ tab
The Company Tab
The company tab defines the data collected when creating a new organization.
User Defined Fields
These are the fieldnames of the textboxes in the ‘Other’ tab of an organization’s profile.
Taxes
These are the tax labels next to the field where you can enter an organization’s tax exempt number.
Tax Status
You can customize the drop down menu next to the tax exempt number tax box. Seperate the values by ‘~’.
Drop-Down Menu Options
You can customize the values in the drop-down menus for various datafields. Seperate the values by ‘~’.
