This guide provides step-by-step instructions on creating a new company within the system.
Upon your first login to the application, you will be greeted with the dashboard screen. To begin, select the +Create button to set up your first company profile.
Accessing the Company Creation Section
Once you've set up your first company, you can add more by following these steps:
Navigate to the dashboard and click on the logo to access the Company List.
Click the + Create button located in the top-right corner.
You will be redirected to a new page where you can enter the necessary company details.
Completing the Required Sections
To successfully create a company, you must complete the Company General Details section. Additional sections can be completed at a later time by editing the company profile.
Entering the Company's General Details
For detailed instructions on adding or updating company general details, please refer to the following guide:
Additional Company Setup
Once you've entered the general details, you may choose to proceed with further configurations right away. Alternatively, you can configure the additional sections at a later time.
Adding Company PAYE and HMRC Details
Guide to Adding or Updating PAYE and HMRC DetailsAdding Pay Cycles
Guide to Adding or Updating Pay Cycles
Adding Company Bank Details
Guide to Adding or Updating Company Bank DetailsCreating Journals
Guide to Creating or Updating JournalsAdding Pay Items
Guide to Adding or Updating Pay ItemsAdding Pension
Setting Up Holiday Pay
Creating Workflows Settings
Guide to Creating or Updating Workflow SettingsAdding Notes
Guide to Adding or Updating Notes
By following these steps, you will successfully create and configure a new company within the system.
Note: You can click Exit Setup (in the left corner) on any step of the company setup process.
Need Further Assistance?
For further support or enquiries, our team is available to assist you. Just let us know how we can help! 😊