Understanding My Companies
The main function of the My Companies section is to allow you to create and operate multiple billing entities. This means all your bookings and billing can be created under your chosen entity.
The My Companies feature is useful in multiple scenarios like:
- You have multiple GST numbers for the different states you operate in
- You have multiple GST numbers for the different branches you have
- You have more than one company through which you invoice customers
- You invoice different types of bookings using different companies
Understanding the My companies section structure:
You can create multiple companies and multiple company profiles. Then associate those company profiles to any of the companies.
Read more about company profiles in this article here
Dispatch Center/ Branches and My Companies are both unique features. If you operate your branches under different GST numbers then you will need to create them as both branches and companies, since the uses of both features are different.
Go to the Masters menu and click on My Companies - the first name you will see is the company name you signed up with.
Here you will see a list of companies you have created.
When you sign up for an account with Indecab, a 'primary company' is automatically created for you with the details entered during sign-up along with a company profile
If you want to edit details of your primary company click on edit.
Next article will guide you on how to setup My Companies and sister companies.
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