Companies

The Companies table displays the list of all the countries in which the company using TrakIT is located, along with the number of users in each location. Companies can be viewed by selecting specific filters from the filter panel as shown below:

Code/Name: Enter the code or name of the company.

Country: Select the respective country to which company belongs and click on the search button. Window will appear as below,

Add New Company

Company Name: Enter the unique code for the company.

Code: Enter the unique name for the company.

Country: Select the country to which this company belongs.

Time Zone: Select the default time zone for this company.

Estimates Approval/Rejection Emails: Specify whether notifications emails are sent to the requester when the estimate is approved or rejected

Exchange Rate Type: Specify how the exchange rate for alternate currency amount is obtained

Finance Code: Enter the Finance code.

Invoice Settings

Invoice Prefix: Select the invoice prefix to be used for this company.

Invoice Serial Size: Select how many digits are to be used for the invoice serial number.

Credit Note Prefix: Select the credit note prefix to be used for this company.

Period Prefix Format: Select the invoice period prefix format.

Invoice Line Item Display: Select what each line item in the invoice should display.

Invoice Rounding: Select how the invoice total should be rounded.

Hide Rate/Quantity on Invoice: Specify the default setting for whether Rate and Quantity columns should be hidden on invoices.

Show Invoice Line Total: Specify whether the Total for each line item is displayed in the invoice when taxes are present.

Logo Image: Upload Logo and Image should be in .png format with transparent background.

Email Template: Select the email template from the drop-down.