Tutorials

Company Profile Doing Business As

DBA aliases can be added for the selected company. A DBA alias can be selected on the ‘Create Documents’ form to insert the alias into new documents rather the company name.



 

Opening the Doing Business As Form

Press the ‘Doing Business As’ button at the top of the ‘Company Profile’ to open the ‘Doing Business As’ form.


Create a New Record: Press the ‘New’ button at the top of the DBA form to add a new DBA alias.

Delete a Record: Press the ‘Delete’ button next to an alias to delete the DBA name, but remember to press the save button for the delete to be saved to the database.
Save Records: Press the ‘Save’ button to commit unsaved data to the database or the changes will not be saved.