FAQ - Add a company

1. Where can I add a new company?

From the main menu of the application, click on “Clients”, then click “Add” in the top right corner.

2. What is the difference between “Individual” and “Company”?

• Individual: Used to add a person.
• Company: Used to add a business or organization.
  In this case, select “Company.”

3. What information do I need to provide for a company?

You must enter:

• The company name

4. Can I edit a company’s information after adding it?

Yes.
You can edit the information by clicking the pencil icon in the top right corner.

5. How do I confirm the company has been added?

Once the information is entered, click the “Add” button to save the company in the system.