Objectives
- Insert a company in the database
- Correct/Revise/Update data related to an existing company
- Capture and manage a company’s details
Related Articles of Companies Module
Steps
In LEXZUR, you can easily and efficiently manage your companies. First, you have to add companies to your database. You do that quickly from the Create button in the main menu or from the companies module by clicking on the plus sign on the top right side of the screen.
There are 3 required fields:
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For further modifications, click on the Company name or Company ID to open its page. You can manage General Information such as add or update the company basic information, company address and notes. You can also manage information related to shareholders, including (Capital, Shares, Reports) and Board members' information, Documents, Assets, Bank Accounts , and related companies.
Moreover, you can manage the entity through the information related to the company registration details, registration by law, licenses & waivers, commercial registration, auditors, and company lawyerlawyers.
You can also create and manage the Folder structure and Upload Documents through the Attachments Tab.
Furthermore, a user can record a company's assets, set reminders, view the ownership percentages through the tree view tab, and set bank accounts related to this company.
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