Zumzum Financials Knowledge Base
Overview:
Create a new company within Zumzum Financials; start by navigating to the Setup tab and selecting Company Setup. Move to the Related tab and click the New button in the Companies section to create a new company record. Enter the Company Name and choose the Base Currency that the company primarily uses from the lookup field. Select the Corporate Company, which represents the parent organization of the new company. If the company is currently operational, tick the Active box. Additionally, tick the Corporate box if the company is a corporate entity. Finally, click Save to store the new company details and complete the setup process.
Create New Company
Go to the Setup(Zumzum) tab.
- Select Company Setup.
- Navigate to the Related tab.
- In the Companies, section clicks the New button.
- Enter a Company Name.
- For the Company, Base Currency field select the currency, that the company mainly deals in, from the lookup field.
- Select the Corporate Company, this is the farther organisation for the new company.
- Tick the Active box if the company is currently in business.
- Tick the Corporate box if relevant
- Finally, click Save.
By following these steps, you will successfully create and configure a new company within Zumzum Financials, ensuring it is properly integrated into your organisational structure. This setup allows for accurate financial management and reporting for each company entity. Learn more about multi-company settings in Zumzum Financials.