Company management

Purpose

See every company in the organization, open one to edit, or create another company. This is the firm listing.
The company form itself (name, plan, e-Invoice, address) is Company.
Screen: Accountant Tools → Company Management. The page title is Company Listing. Needs permission company_new. Without it, Company Management is hidden.
Assistant: Create company, Edit company, and Edit company e-Invoice run the company form. The listing, delete, and the user-group panel on the right are screen only.
Ask how to create a company when you want this chapter. Type Create company when you want the wizard to save a company.

You are the organization owner, or you have Company Management.
For a second company, you already have one company you can switch back to. See Switch Company.
You know the pricing plan: Basic, Plus, Premium, or Accountant. Use Premium when the company needs locations, stock documents, and stock reports. See Inventory.

Create company, Edit company, and Edit company e-Invoice open the company form. See Company.
The listing, delete, and the user-group panel on the right stay on this screen.
How to create a company opens this chapter. Create company runs the wizard.

Accountant Tools → Company Management.
The left table is Company Listing.
Each row shows Company Name, Pricing Plan, Create Date, Expiry Date, and Enabled.
Click a row. The name appears in the bar on the right, and that company’s User Group Listing loads under it.
Switch Company (your name → cog at the top of the side menu) is how you work inside a company. This listing is how you manage the file.

On Company Listing, click New Company (green file icon).
Fill Company Setup and click Save. See Company.
On the screen, Save of a new company switches you into that company and opens Account Setup. Set Financial Start Period and System Conversion Date. See Financial Start Period.
KinraSoft also creates the starter chart of accounts from Company Type, plus document numbers and the default currency and accrual / foreign-exchange accounts. See Chart of Account.
The first company after sign-up opens Company Setup by itself. Use New Company for every company after that.

Click the company row.
Click Edit (pencil), or double-click the row.
Change Company Details, E Invoice, Corresponding Address, or Delivery Address.
Click Save.
Changing Pricing Plan on an existing company rebuilds that company’s user-group roles.

Switch into a different company first. KinraSoft will not delete the company you are logged into. See Switch Company.
Return to Company Management.
Click the row, then Delete (dust bin).
Confirm Delete Company. The dialog shows the company name.
Delete removes the company from Company Listing and cancels its user groups. Do this only when that file should leave the firm. There is no undo on this screen.

The right side of this page is User Group Listing and User Listing for the company you clicked.
Click the company.
Create User Group if the list is empty (group icon). See User Group.
Click the group, then Add User To This User Group. Pick the person and one or more Roles. Save.
The organization owner can open every company and does not need a group. Everyone else needs a group and a role. See Role and User.
Guide (question mark) on the user-group header opens the short in-app note.

No Accountant Tools or no Company Management. You lack company_new. Ask the owner.
Cannot delete. You are logged into that company. Switch Company, then delete.
New user cannot open the company. Add them to a user group with a role on the right panel. See User.
Company missing from Switch Company. It may be disabled, cancelled, or you are not in a group for it. Check Enabled and the user group.

Company — the form, plans, and e-Invoice tabs.
Financial Start Period — dates after the first Save.
Role — roles you assign on Add User To This User Group.
User — create the person before they appear in the user list.
Chart of Account — replace the starter chart only on a company with no transactions.
Invite accountant — invite an external accountant by email.
Group report — one company at a time. Run it after Switch Company.