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en:staff:settings:companies
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Start | School staff | Settings | School network | Companies
Companies
A company in SchoolDrive is a company that exists in real life and which is used to administrate the financials of the school. More companies can belong to a school and it is possible to administrate certain courses and activities via one company while other courses via another company. In the Companies window you can enter your company data.
SchoolDrive Invoice™ is a standalone invoicing application which SchoolDrive communicates with. In the Companies window you can set up companies in Invoice™ and link your company in SchoolDrive with the one in Invoice™ to allow automatic communication between the applications.
The Companies window is devided into the following sections:
| Section | Description |
|---|---|
| Company list | The list of companies on the right |
| Company data | Details of the company selected in the company list |
| Bank accounts | Specify the bank account details of the selected company here if you have more than one bank account. You will be able to select the bank account when you create an invoice and this information will appear in the Seller section of the invoice as the bank information. |
| Profiles | Specify here information that you want to print in the Seller section of the invoice in addition to the default information on the invoices. You will be able to select the appropriate profile when you create an invoice. |
| Invoice™ login | Email address and password to be used when creating accounts in Invoice™. The login information you use for creating your first company in Invoice™ will be the one the system uses to access Invoice™ for all your companies. You can your login data in Invoice™ and then update it here. |
Company list
The list of your companies. The list has the following fields:
| Field | Description |
|---|---|
| Company name | Abbreviated name of the company. The  icon before the name indicates that the company is linked with a company in Invoice™. |
| Default | Whether this is your default company (only one can be the default). If no value is defined in lists in the application where the company has to be specified the default one will be used. |
| Active | Only active companies can be chosen from when entering new data into the system. |
Use the 
buttons to edit the data in the list.
Create and connect a company with the New Invoice™ login button in Invoice™. The connection with companies that were already connected can be tested by clicking on the 
button. Before using make sure that the Invoice™ email and password fields are filled in correctly.
After creating a company in Invoice™, the parameters of the company and the invoices still need to be set separately in Invoice™.
Company data
The Company data form displays the company's data that is selected in the Company list. The form's data can be modified and the changes are automatically saved after we stop typing.
The meaning of most fields in the form are self-explaining. The other fields are:
| Adat | Leírás |
|---|---|
| Logo URL | The web address to your logo. Your logo should be uploaded to web page and you need to provide the link to it here. |
| Facebook ID | Only your ID is needed not the full Facebook URL (www.facebook.com/ID/) |
| Instagram ID | Only your ID is needed not the full Facebook URL (www.instagram.com/ID/) |
| Statistics no. | Optional value, in some countries this is an official ID |
| Institute ID | Optional value, in some countries the system can provide automatic statistical reports to the government and this ID identifies the school. |
| Filler ID | Optional value, in some countries the system can provide automatic statistical reports to the government and this ID the employee of the school who provides the data. |
| Bank transfer color | Color of new invoices that have bank transfer defined as payment term. The color might be used to mark the invoices that are not paid yet. Using Invoice™ gives you the opportunity to deal with receivables in a more sophisticated way. |
| Use Invoice™ | Use the internal Invoice™ system for invoices by default. This setting can be overridden on course level or for each new invoice. |
| Separate cash registers | Use only one cash register for the company or should all school staff users have their own cash register |
Company data on invoices
Using the following section to customize the Seller section of your invoices using the following lists.
Bank accounts
Add here the different bank accounts that you would like to display as bank information in the Seller section of your invoices instead of the default settings in Invoice™.
| Field | Description |
|---|---|
| Bank accounts | Name you use to refer to your bank account. This name is not visible on invoices. |
| Invoice details | This is a multilingual field so you can enter its value after a new account is added. The bank account details can consist of multiple rows. Try using the same notation as in Invoice™ thus start with a label, then double points and then the value (like Bank: bank name). Provide all information you want on the invoice like bank account, BIC, IBAN, etc. |
| Default | The default bank account will be selected by default on the Payment dialog. |
Use the buttons to edit the data in the list.
If you have specified at least one item in this list, a Bank account drop down list will appear on the Payments dialog where you can select the bank account to be displayed on the invoice.
Profiles
Add here any information that you would like to display in the Seller section of your invoices in addition to the default settings in Invoice™.
| Field | Description |
|---|---|
| Profile | Name you use to refer to this setting. This name is not visible on invoices. |
| Invoice details | This is a multilingual field so you can enter its value after a new account is added. This is the text you want to display and it can consist of multiple rows. Try using the same notation as in Invoice™, thus start with a label, then double points and then the value (label: value). |
| Default | The default profile will be selected by default on the Payment dialog. |
Use the buttons to edit the data in the list.
If you have specified at least one item in this list, a Profile drop down list will appear on the Payments dialog where you can select the profile to be displayed on the invoice.
Invoice account
The email address and the password needed for login to Invoice™ can be specified here.
When they are not specified and you create your first Invoice ™ company, the same access information information will be used as for SchoolDrive. Then the Invoice™ email address and the password fields will be filled with these values.
If we change the access information in Invoice™, it must be changed here as well. In this case, you may want to test the connection with Invoice™.
en/staff/settings/companies.txt · Last modified: 2021/05/23 15:36 by balazs
