| Advanced
Precision Estimating Help Files -
Editing your Company Profile |
The
Company Profile is where the information about your company
is managed. The information includes name, address information
and default taxes etc. To modify the Company Profile for your
organization follow these steps:
|
|
| 1)
If Borderwave’s Advanced Precision Estimating is not started
at this time, choose Start, Programs, Advanced Precision Estimating,
Advanced Precision Estimating. |
| 2)
Choose Tools, Options. |
| 3)
Select the Company Profile Tab. |
| 4)
From the Company Profile tab, enter the information that is
appropriate to your business. |
| 5)
Notice the two Tax fields at the bottom of the Company Profile.
These are your default tax amounts for all invoices that you
create. (You can override them on a per-invoice basis as needed). |
| 6)
When all information is entered appropriately, Click Ok. |
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| Next
Step: Entering Customer Data |
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