Purpose
The Companies/Brands module allows users to configure multiple companies or brands within TRUE. When generating eForms, reports, or printing checks, the correct information and logo will appear based on the selected company or brand - automatically, or manually as needed.
Multi-Company
Manage multiple entities
Brand Logos
Custom logos on documents
Check Printing
Company-specific check setup
eForm Branding
Automatic logo selection
Contact Info
Per-company details
Default Company
Set system-wide default
Access Path: Gear Icon > Company > Companies/Brands
Companies/Brands List View
Column Headers
| Column |
Description |
| Company/Brand Name |
Company identifier and internal reference. |
| Phone |
Company contact number. |
| Email |
Company email address. |
Additional Features
| Button |
Description |
| "+" Button |
Add new company/brand. |
| "≡" Icon |
Options menu for each record. |
Menu Options
| Option |
Description |
| Default |
Set as system default company. |
| Archive |
Move to archived records. |
| Remove |
Delete company record. |
Selected Company View
Details Section
| Field |
Description |
| Name |
Company or brand name. |
| Phone |
Primary contact number. |
| Fax |
Company fax number. |
| Email |
Primary contact email. |
| Website |
Company website URL. |
| Employer Identification Number |
Company tax ID. |
| Internal Name |
System reference name. |
| Address |
Company physical address. |
| Statement |
Statement address details. |
| Logo |
Company logo for documents. |
Check Preferences Section
| Field |
Description |
| Corporate Name |
Name to appear on checks. |
| Corporate Information |
Additional company details for checks. |
| Check Logo |
Logo to appear on printed checks. |
Additional Controls
| Button |
Description |
| Archive |
Archive company record. |
| Done |
Save and close details. |
