Companies and Departments

Main company entity

You can edit the details of the main company entity by clicking the pencil pencil icon.

This opens a form with the settings of the main company entity:

The table below explains the settings you can define:

Name Description Required?

Name	Description	Required?
`Main company entity name`	The name of the parent company.	Y
`Currency`	Also known as the base currency, this is the currency used by the parent company to transact business. All companies formed underneath the parent company will also use this currency, regardless of geographical location, unless the multicurrency feature has been activated.	Y
`Date and number format`	Choose how dates and numbers will be displayed.	Y
`Manager`	Select the company’s manager from the list of employees.	Y
`Deputy manager for quote approval`	Select the person who can approve quotes in situations where the usual approver is not available.	Y
`Main company entity can be selected for projects and opportunities`	Select this check box if the parent company can pursue opportunities and work on projects.	Y
`Opening balances for projects are done`	When you start using VOGSY and you can create VOGSY projects for the ongoing projects that exist in your previous project management software. The opening balance feature allows you to manually insert costs and invoice amounts (revenue) so that these ongoing projects (now moved into VOGSY) will show realistic calculations for costs and revenue. When all of the ongoing projects from your previous software solution are created in VOGSY, you can select this check box and you will no longer be allowed to specify costs and revenue manually.	Y

Main company entity name

The name of the parent company.

Y

Currency

Also known as the base currency, this is the currency used by the parent company to transact business. All companies formed underneath the parent company will also use this currency, regardless of geographical location, unless the multicurrency feature has been activated.

Y

Date and number format

Choose how dates and numbers will be displayed.

Y

Manager

Select the company’s manager from the list of employees.

Y

Deputy manager for quote approval

Select the person who can approve quotes in situations where the usual approver is not available.

Y

Main company entity can be selected for projects and opportunities

Select this check box if the parent company can pursue opportunities and work on projects.

Y

Opening balances for projects are done

When you start using VOGSY and you can create VOGSY projects for the ongoing projects that exist in your previous project management software. The opening balance feature allows you to manually insert costs and invoice amounts (revenue) so that these ongoing projects (now moved into VOGSY) will show realistic calculations for costs and revenue. When all of the ongoing projects from your previous software solution are created in VOGSY, you can select this check box and you will no longer be allowed to specify costs and revenue manually.

Y

Companies

When you want to specify companies for your organization, click the plus thick plus icon and fill in the form.

The table below explains the settings you can define:

Name Description Required?

Name	Description	Required?
`Company name`	The name of the company.	Y
`Phone`	The company’s main phone number.	N
`E-mail`	The company’s main email address.	N
`Sales tax type number`		N
`Currency`	The company’s local currency. Financial data for the opportunities and projects that are managed by this company will display in the currency that you select here. This field only displays if the Enable different currencies per company checkbox has been selected on the Accounting settings page.	Y
`Visiting address`	The company’s physical address.	N
`Zip code`	The company’s physical zip code.	N
`City`	The city in which the commpany resides.	N
`Country`	The country in which the company is located.	N
`Mailing address`	The mailing address of the company.	N
`Zip code`	The company’s mailing zip code.	N
`City`	The city where the mailing address is located.	N
`Country`	The country where the mailing address is located.	N
`Manager`	The name of the employee who is the manager of the company.	Y
`Deputy manager for quote approval`	The name of the employee who can approve quotes if the manager is not available to do so.	N
`Date and number format`	Select from the templates for how the date and time should be displayed.	N
`Company can be selected for projects and opportunities`	Select this check box if this company can pursue opportunities and work on projects.	Y
`Opening balancess for projects are done`	When you start using VOGSY and you can create VOGSY projects for the ongoing projects that exist in your previous project management software. The opening balance feature allows you to manually insert costs and invoice amounts (revenue) so that these ongoing projects (now moved into VOGSY) will show realistic calculations for costs and revenue. When all of the ongoing projects from your previous software solution are created in VOGSY, you can select this check box and you will no longer be allowed to specify costs and revenue manually.	Y

Company name

The name of the company.

Y

Phone

The company’s main phone number.

N

E-mail

The company’s main email address.

N

Sales tax type number

N

Currency

The company’s local currency. Financial data for the opportunities and projects that are managed by this company will display in the currency that you select here. This field only displays if the Enable different currencies per company checkbox has been selected on the Accounting settings page.

Y

Visiting address

The company’s physical address.

N

Zip code

The company’s physical zip code.

N

City

The city in which the commpany resides.

N

Country

The country in which the company is located.

N

Mailing address

The mailing address of the company.

N

Zip code

The company’s mailing zip code.

N

City

The city where the mailing address is located.

N

Country

The country where the mailing address is located.

N

Manager

The name of the employee who is the manager of the company.

Y

Deputy manager for quote approval

The name of the employee who can approve quotes if the manager is not available to do so.

N

Date and number format

Select from the templates for how the date and time should be displayed.

N

Company can be selected for projects and opportunities

Select this check box if this company can pursue opportunities and work on projects.

Y

Opening balancess for projects are done

When you start using VOGSY and you can create VOGSY projects for the ongoing projects that exist in your previous project management software. The opening balance feature allows you to manually insert costs and invoice amounts (revenue) so that these ongoing projects (now moved into VOGSY) will show realistic calculations for costs and revenue. When all of the ongoing projects from your previous software solution are created in VOGSY, you can select this check box and you will no longer be allowed to specify costs and revenue manually.

Y

Departments

If desired one or more departments can be created by clicking the Add button just below the company section in the right panel. This opens a form which shows the department details. These details are similar to the details of the company.

Name Description Required?

Name	Description	Required?
`Department name`	The name of the department.	Y
`Phone`	The department’s main phone number.	N
`E-mail`	The department’s main email address.	N
`Sales tax type number`		N
`Visiting address`	The department’s physical address.	N
`Zip code`	The department’s physical zip code.	N
`City`	The city in which the commpany resides.	N
`Country`	The country in which the department is located.	N
`Mailing address`	The mailing address of the department.	N
`Zip code`	The department’s mailing zip code.	N
`City`	The city where the mailing address is located.	N
`Country`	The country where the mailing address is located.	N
`Manager`	The name of the employee who is the manager of the department.	Y
`Deputy manager for quote approval`	The name of the employee who can approve quotes if the manager is not available to do so.	N
`Date and number format`	Select from the templates for how the date and time should be displayed.	N
`Department can be selected for projects and opportunities`	Select this check box if this department can pursue opportunities and work on projects.	Y
`Opening balancess for projects are done`	When you start using VOGSY and you can create VOGSY projects for the ongoing projects that exist in your previous project management software. The opening balance feature allows you to manually insert costs and invoice amounts (revenue) so that these ongoing projects (now moved into VOGSY) will show realistic calculations for costs and revenue. When all of the ongoing projects from your previous software solution are created in VOGSY, you can select this check box and you will no longer be allowed to specify costs and revenue manually.	Y

Department name

The name of the department.

Y

Phone

The department’s main phone number.

N

E-mail

The department’s main email address.

N

Sales tax type number

N

Visiting address

The department’s physical address.

N

Zip code

The department’s physical zip code.

N

City

The city in which the commpany resides.

N

Country

The country in which the department is located.

N

Mailing address

The mailing address of the department.

N

Zip code

The department’s mailing zip code.

N

City

The city where the mailing address is located.

N

Country

The country where the mailing address is located.

N

Manager

The name of the employee who is the manager of the department.

Y

Deputy manager for quote approval

The name of the employee who can approve quotes if the manager is not available to do so.

N

Date and number format

Select from the templates for how the date and time should be displayed.

N

Department can be selected for projects and opportunities

Select this check box if this department can pursue opportunities and work on projects.

Y

Opening balancess for projects are done

When you start using VOGSY and you can create VOGSY projects for the ongoing projects that exist in your previous project management software. The opening balance feature allows you to manually insert costs and invoice amounts (revenue) so that these ongoing projects (now moved into VOGSY) will show realistic calculations for costs and revenue. When all of the ongoing projects from your previous software solution are created in VOGSY, you can select this check box and you will no longer be allowed to specify costs and revenue manually.

Y